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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 | $15,520 | $77,814-80.1% | $158,223-90.2% | $86,983-82.2% |
| Participation rate | 14.3% | 68.4%-54.1pp | 79.2%-64.9pp | 69.5%-55.3pp |
| Annual return | 17.66% | 30.54%-12.9pp | 52.09%-34.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $397 | $3,270-87.9% | $5,467-92.7% | $4,194-90.5% |
| Admin fee / account holder | $22 | $5,879-99.6% | $16,047-99.9% | $7,856-99.7% |