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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 | $22,452 | $48,078-53.3% | $78,676-71.5% | $62,881-64.3% |
| Participation rate | 35.0% | 65.2%-30.2pp | 73.6%-38.6pp | 69.3%-34.3pp |
| Annual return | 6.72% | 31.36%-24.6pp | 62.19%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $338 | $2,587-87.0% | $3,517-90.4% | $3,203-89.5% |
| Admin fee / account holder | $162 | $3,206-94.9% | $4,510-96.4% | $4,296-96.2% |