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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 | $14,056 | $46,534-69.8% | $64,097-78.1% | $75,177-81.3% |
| Participation rate | 16.9% | 65.9%-49.0pp | 72.3%-55.4pp | 67.2%-50.3pp |
| Annual return | 15.48% | 26.07%-10.6pp | 33.75%-18.3pp | 160.75%-145.3pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $768 | $2,835-72.9% | $3,881-80.2% | $4,126-81.4% |
| Admin fee / account holder | $97 | $2,957-96.7% | $3,070-96.8% | $5,651-98.3% |