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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 | $20,234 | $81,358-75.1% | $155,556-87.0% | $80,959-75.0% |
| Participation rate | 13.7% | 66.3%-52.5pp | 78.2%-64.5pp | 67.7%-53.9pp |
| Annual return | 14.20% | 33.39%-19.2pp | 64.84%-50.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $848 | $3,455-75.5% | $5,631-84.9% | $4,300-80.3% |
| Admin fee / account holder | $3 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |