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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 | $17,233 | $39,132-56.0% | $57,196-69.9% | $62,881-72.6% |
| Participation rate | 15.8% | 70.5%-54.7pp | 75.3%-59.5pp | 69.3%-53.5pp |
| Annual return | 1.30% | 9.24%-7.9pp | 14.59%-13.3pp | 20.14%-18.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $258 | $2,374-89.1% | $3,096-91.7% | $3,203-91.9% |
| Admin fee / account holder | $169 | $2,594-93.5% | $3,141-94.6% | $4,296-96.1% |