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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 | $30,567 | $56,894-46.3% | $84,753-63.9% | $62,881-51.4% |
| Participation rate | 14.9% | 68.5%-53.6pp | 76.6%-61.7pp | 69.3%-54.4pp |
| Annual return | 4.56% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $414 | $2,709-84.7% | $3,712-88.8% | $3,203-87.1% |
| Admin fee / account holder | $79 | $3,581-97.8% | $5,333-98.5% | $4,296-98.2% |