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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 | $46,449 | $149,778-69.0% | $118,946-60.9% | $158,950-70.8% |
| Participation rate | 30.0% | 82.1%-52.1pp | 75.4%-45.4pp | 82.0%-52.0pp |
| Annual return | 15.70% | 19.95%-4.2pp | 35.89%-20.2pp | 302.91%-287.2pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,186 | $5,225-77.3% | $4,266-72.2% | $5,983-80.2% |
| Admin fee / account holder | $20 | $8,604-99.8% | $6,581-99.7% | $11,248-99.8% |