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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,984 | $60,349-58.6% | $74,184-66.3% | $62,881-60.3% |
| Participation rate | 56.0% | 72.7%-16.7pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | 8.89% | 21.38%-12.5pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $653 | $2,856-77.1% | $3,550-81.6% | $3,203-79.6% |
| Admin fee / account holder | $184 | $4,261-95.7% | $5,586-96.7% | $4,296-95.7% |