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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 | $16,380 | $43,075-62.0% | $74,577-78.0% | $62,881-74.0% |
| Participation rate | 9.8% | 58.1%-48.2pp | 68.1%-58.3pp | 69.3%-59.5pp |
| Annual return | 8.86% | 17.50%-8.6pp | 20.47%-11.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $35 | $2,389-98.5% | $3,458-99.0% | $3,203-98.9% |
| Admin fee / account holder | $85 | $2,840-97.0% | $4,138-97.9% | $4,296-98.0% |