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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 | $19,695 | $117,895-83.3% | $102,460-80.8% | $145,897-86.5% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 12.40% | 31.92%-19.5pp | 29.47%-17.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,671 | $5,736-70.9% | $5,056-67.0% | $6,689-75.0% |
| Admin fee / account holder | $100 | $13,353-99.3% | $9,460-98.9% | $13,390-99.3% |