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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 | $26,280 | $53,128-50.5% | $86,582-69.6% | $70,126-62.5% |
| Participation rate | 44.8% | 65.3%-20.5pp | 73.5%-28.7pp | 69.5%-24.7pp |
| Annual return | 13.69% | 27.66%-14.0pp | 965.08%-951.4pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $773 | $2,695-71.3% | $3,609-78.6% | $3,332-76.8% |
| Admin fee / account holder | $19 | $3,584-99.5% | $4,904-99.6% | $4,645-99.6% |