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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 | $14,180 | $77,638-81.7% | $156,551-90.9% | $62,881-77.4% |
| Participation rate | 11.3% | 71.2%-59.9pp | 84.0%-72.7pp | 69.3%-58.0pp |
| Annual return | 9.42% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $376 | $3,046-87.6% | $4,871-92.3% | $3,203-88.3% |
| Admin fee / account holder | $34 | $5,561-99.4% | $13,028-99.7% | $4,296-99.2% |