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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 | $12,272 | $58,057-78.9% | $97,032-87.4% | $86,983-85.9% |
| Participation rate | 18.6% | 60.4%-41.8pp | 71.6%-53.0pp | 69.5%-50.9pp |
| Annual return | 18.21% | 22.26%-4.0pp | 35.38%-17.2pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $329 | $3,244-89.8% | $4,672-93.0% | $4,194-92.1% |
| Admin fee / account holder | $79 | $4,839-98.4% | $9,418-99.2% | $7,856-99.0% |