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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 | $29,513 | $35,183-16.1% | $73,550-59.9% | $70,126-57.9% |
| Participation rate | 11.1% | 42.9%-31.8pp | 54.9%-43.8pp | 69.5%-58.4pp |
| Annual return | 14.58% | 26.90%-12.3pp | -15.16%+29.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $255 | $1,220-79.1% | $1,804-85.9% | $3,332-92.4% |
| Admin fee / account holder | $64 | $2,302-97.2% | $2,320-97.3% | $4,645-98.6% |