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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 | $16,669 | $56,544-70.5% | $75,501-77.9% | $70,126-76.2% |
| Participation rate | 28.6% | 68.1%-39.5pp | 72.4%-43.8pp | 69.5%-41.0pp |
| Annual return | 15.81% | 23.59%-7.8pp | 27.35%-11.5pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $832 | $2,580-67.7% | $3,142-73.5% | $3,332-75.0% |
| Admin fee / account holder | $157 | $3,827-95.9% | $5,801-97.3% | $4,645-96.6% |