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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 | $57,590-65.4% | $86,233-76.9% | $82,448-75.8% |
| Participation rate | 13.5% | 57.9%-44.4pp | 69.0%-55.5pp | 68.1%-54.6pp |
| Annual return | 16.35% | 22.41%-6.1pp | 61.39%-45.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $632 | $3,080-79.5% | $4,559-86.1% | $4,139-84.7% |
| Admin fee / account holder | $192 | $4,730-95.9% | $8,342-97.7% | $7,234-97.3% |