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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 | $31,824 | $65,034-51.1% | $90,970-65.0% | $79,856-60.1% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.0%-44.0pp | 69.6%-44.6pp |
| Annual return | 13.88% | 30.45%-16.6pp | 134.60%-120.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $446 | $2,512-82.3% | $3,373-86.8% | $3,741-88.1% |
| Admin fee / account holder | $78 | $4,536-98.3% | $5,961-98.7% | $5,306-98.5% |