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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 | $60,595 | $114,712-47.2% | $173,730-65.1% | $87,485-30.7% |
| Participation rate | 6.9% | 73.0%-66.1pp | 79.6%-72.7pp | 68.9%-62.0pp |
| Annual return | 15.79% | 20.18%-4.4pp | 19.96%-4.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $351 | $4,642-92.4% | $6,326-94.5% | $4,274-91.8% |
| Admin fee / account holder | $45 | $10,210-99.6% | $17,523-99.7% | $7,775-99.4% |