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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 | $26,225 | $45,043-41.8% | $63,005-58.4% | $70,124-62.6% |
| Participation rate | 8.1% | 69.5%-61.5pp | 74.8%-66.7pp | 69.5%-61.5pp |
| Annual return | 12.03% | 18.76%-6.7pp | 87.59%-75.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $318 | $2,466-87.1% | $3,329-90.4% | $3,332-90.5% |
| Admin fee / account holder | $159 | $2,833-94.4% | $3,599-95.6% | $4,645-96.6% |