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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 | $8,949 | $57,590-84.5% | $86,233-89.6% | $82,448-89.1% |
| Participation rate | 8.8% | 57.9%-49.0pp | 69.0%-60.2pp | 68.1%-59.2pp |
| Annual return | 16.45% | 22.41%-6.0pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $48 | $3,080-98.4% | $4,559-99.0% | $4,139-98.8% |
| Admin fee / account holder | $42 | $4,730-99.1% | $8,342-99.5% | $7,234-99.4% |