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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 | $108,825-44.3% | $156,181-61.2% | $82,448-26.5% |
| Participation rate | 6.9% | 72.4%-65.5pp | 78.8%-71.9pp | 68.1%-61.2pp |
| Annual return | 15.79% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $351 | $4,577-92.3% | $6,132-94.3% | $4,139-91.5% |
| Admin fee / account holder | $45 | $9,341-99.5% | $14,586-99.7% | $7,234-99.4% |