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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 | $15,010 | $91,198-83.5% | $178,503-91.6% | $79,856-81.2% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 13.34% | 24.20%-10.9pp | 151.12%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $407 | $3,237-87.4% | $5,202-92.2% | $3,741-89.1% |
| Admin fee / account holder | $122 | $6,748-98.2% | $13,987-99.1% | $5,306-97.7% |