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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 | $14,416 | $49,255-70.7% | $70,494-79.6% | $79,856-81.9% |
| Participation rate | 20.0% | 69.2%-49.2pp | 75.1%-55.1pp | 69.6%-49.6pp |
| Annual return | 16.75% | 30.10%-13.4pp | 109.16%-92.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $545 | $2,768-80.3% | $3,711-85.3% | $3,741-85.4% |
| Admin fee / account holder | $24 | $2,879-99.2% | $3,848-99.4% | $5,306-99.5% |