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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 | $14,814 | $48,078-69.2% | $78,676-81.2% | $62,881-76.4% |
| Participation rate | 13.2% | 65.2%-52.0pp | 73.6%-60.4pp | 69.3%-56.1pp |
| Annual return | 6.75% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $474 | $2,587-81.7% | $3,517-86.5% | $3,203-85.2% |
| Admin fee / account holder | $177 | $3,206-94.5% | $4,510-96.1% | $4,296-95.9% |