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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 | $20,547 | $45,041-54.4% | $63,003-67.4% | $70,131-70.7% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 13.66% | 18.76%-5.1pp | 87.59%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $154 | $2,465-93.8% | $3,329-95.4% | $3,332-95.4% |
| Admin fee / account holder | $92 | $2,836-96.8% | $3,600-97.5% | $4,645-98.0% |