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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 | $110,137-45.0% | $161,149-62.4% | $82,637-26.7% |
| Participation rate | 6.9% | 72.4%-65.5pp | 78.8%-71.9pp | 68.1%-61.2pp |
| Annual return | 15.79% | 20.69%-4.9pp | 21.16%-5.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $351 | $4,575-92.3% | $6,153-94.3% | $4,126-91.5% |
| Admin fee / account holder | $45 | $9,467-99.5% | $15,194-99.7% | $7,339-99.4% |