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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 | $78,690-80.3% | $161,489-90.4% | $87,485-82.3% |
| Participation rate | 14.3% | 67.5%-53.2pp | 78.7%-64.4pp | 68.9%-54.6pp |
| Annual return | 17.66% | 32.74%-15.1pp | 89.72%-72.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $397 | $3,311-88.0% | $5,630-92.9% | $4,274-90.7% |
| Admin fee / account holder | $22 | $6,724-99.7% | $16,006-99.9% | $7,775-99.7% |