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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 | $19,943 | $58,848-66.1% | $88,179-77.4% | $82,637-75.9% |
| Participation rate | 13.5% | 57.9%-44.4pp | 69.1%-55.6pp | 68.1%-54.5pp |
| Annual return | 16.35% | 22.76%-6.4pp | 64.97%-48.6pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $632 | $3,124-79.8% | $4,614-86.3% | $4,126-84.7% |
| Admin fee / account holder | $192 | $4,795-96.0% | $7,673-97.5% | $7,339-97.4% |