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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 | $21,213 | $99,875-78.8% | $146,866-85.6% | $86,983-75.6% |
| Participation rate | 3.2% | 75.8%-72.6pp | 82.5%-79.3pp | 69.5%-66.3pp |
| Annual return | 24.70% | 28.10%-3.4pp | 102.85%-78.2pp | 25.83%-1.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $249 | $6,322-96.1% | $7,759-96.8% | $4,194-94.1% |
| Admin fee / account holder | $20 | $7,838-99.7% | $13,620-99.9% | $7,856-99.7% |