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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 | $42,723 | $84,236-49.3% | $170,435-74.9% | $70,126-39.1% |
| Participation rate | 16.2% | 70.8%-54.6pp | 83.6%-67.4pp | 69.5%-53.3pp |
| Annual return | 17.10% | 23.06%-6.0pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $710 | $3,086-77.0% | $4,939-85.6% | $3,332-78.7% |
| Admin fee / account holder | $39 | $5,698-99.3% | $13,881-99.7% | $4,645-99.2% |