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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 | $28,324 | $41,016-30.9% | $152,093-81.4% | $64,097-55.8% |
| Participation rate | 15.7% | 51.3%-35.6pp | 77.8%-62.1pp | 55.2%-39.5pp |
| Annual return | 15.36% | 39.60%-24.2pp | 66.36%-51.0pp | 34.64%-19.3pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $470 | $1,927-75.6% | $5,451-91.4% | $3,080-84.8% |
| Admin fee / account holder | $131 | $2,305-94.3% | $14,497-99.1% | $3,454-96.2% |