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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 | $28,279 | $45,050-37.2% | $63,018-55.1% | $70,126-59.7% |
| Participation rate | 20.6% | 69.5%-48.9pp | 74.8%-54.2pp | 69.5%-49.0pp |
| Annual return | 12.95% | 18.76%-5.8pp | 87.62%-74.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $341 | $2,052-83.4% | $2,761-87.7% | $2,343-85.5% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $22 | $2,834-99.2% | $3,601-99.4% | $4,645-99.5% |