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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 | $21,843 | $57,590-62.1% | $86,233-74.7% | $82,448-73.5% |
| Participation rate | 17.9% | 57.9%-40.0pp | 69.0%-51.2pp | 68.1%-50.2pp |
| Annual return | 17.49% | 22.41%-4.9pp | 61.39%-43.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $550 | $3,080-82.1% | $4,559-87.9% | $4,139-86.7% |
| Admin fee / account holder | $219 | $4,730-95.4% | $8,342-97.4% | $7,234-97.0% |