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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 | $52,642 | $53,774-2.1% | $134,162-60.8% | $79,856-34.1% |
| Participation rate | 3.4% | 58.8%-55.4pp | 72.2%-68.8pp | 69.6%-66.3pp |
| Annual return | 12.71% | 19.01%-6.3pp | 36.35%-23.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $139 | $2,420-94.3% | $3,500-96.0% | $3,741-96.3% |
| Admin fee / account holder | $36 | $3,985-99.1% | $6,685-99.5% | $5,306-99.3% |