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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 | $36,465 | $37,446-2.6% | $77,552-53.0% | $79,856-54.3% |
| Participation rate | 13.2% | 41.5%-28.4pp | 54.2%-41.0pp | 69.6%-56.5pp |
| Annual return | 14.79% | 39.76%-25.0pp | 54.82%-40.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $28 | $1,261-97.7% | $1,861-98.5% | $3,741-99.2% |
| Admin fee / account holder | $148 | $2,506-94.1% | $2,859-94.8% | $5,306-97.2% |