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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 | $19,694 | $43,338-54.6% | $59,887-67.1% | $64,173-69.3% |
| Participation rate | 45.5% | 69.2%-23.7pp | 74.7%-29.2pp | 69.6%-24.1pp |
| Annual return | 14.30% | -1.55%+15.9pp | 3.46%+10.8pp | 7.63%+6.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $412 | $2,547-83.8% | $3,402-87.9% | $3,470-88.1% |
| Admin fee / account holder | $10 | $3,007-99.7% | $3,591-99.7% | $4,887-99.8% |