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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 | $42,565 | $76,551-44.4% | $123,894-65.6% | $62,881-32.3% |
| Participation rate | 15.4% | 73.0%-57.6pp | 81.4%-66.0pp | 69.3%-53.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $179 | $2,882-93.8% | $4,617-96.1% | $2,281-92.2% |
| Participant deferral / active EE | $328 | $4,840-93.2% | $5,984-94.5% | $3,203-89.8% |
| Admin fee / account holder | $104 | $4,826-97.8% | $8,357-98.8% | $4,296-97.6% |