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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 | $25,813 | $76,407-66.2% | $150,298-82.8% | $82,448-68.7% |
| Participation rate | 12.5% | 66.4%-53.9pp | 77.8%-65.3pp | 68.1%-55.6pp |
| Annual return | 16.37% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $578 | $3,214-82.0% | $5,453-89.4% | $4,139-86.0% |
| Admin fee / account holder | $12 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |