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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 | $18,763 | $48,078-61.0% | $78,676-76.2% | $62,881-70.2% |
| Participation rate | 17.3% | 65.2%-47.9pp | 73.6%-56.2pp | 69.3%-52.0pp |
| Annual return | 37.33% | 31.36%+6.0pp | 62.19%-24.9pp | 20.14%+17.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $618 | $2,587-76.1% | $3,517-82.4% | $3,203-80.7% |
| Admin fee / account holder | $248 | $3,206-92.3% | $4,510-94.5% | $4,296-94.2% |