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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 | $12,405 | $64,920-80.9% | $103,693-88.0% | $86,983-85.7% |
| Participation rate | 6.9% | 63.6%-56.7pp | 72.6%-65.7pp | 69.5%-62.6pp |
| Annual return | 16.66% | 30.29%-13.6pp | 47.61%-30.9pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $409 | $3,241-87.4% | $4,579-91.1% | $4,194-90.3% |
| Admin fee / account holder | $88 | $6,191-98.6% | $7,858-98.9% | $7,856-98.9% |