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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 | $12,586 | $81,331-84.5% | $155,534-91.9% | $80,935-84.4% |
| Participation rate | 25.7% | 66.3%-40.5pp | 78.2%-52.5pp | 67.7%-41.9pp |
| Annual return | 14.80% | 33.37%-18.6pp | 64.92%-50.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $838 | $3,454-75.7% | $5,630-85.1% | $4,299-80.5% |
| Admin fee / account holder | $102 | $7,999-98.7% | $15,900-99.4% | $6,924-98.5% |