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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 | $26,403 | $54,541-51.6% | $78,778-66.5% | $70,126-62.3% |
| Participation rate | 21.6% | 60.8%-39.2pp | 69.2%-47.6pp | 69.5%-47.9pp |
| Annual return | 16.32% | 21.07%-4.8pp | 35.62%-19.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $336 | $2,210-84.8% | $2,958-88.6% | $3,332-89.9% |
| Admin fee / account holder | $68 | $3,709-98.2% | $5,134-98.7% | $4,645-98.5% |