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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 | $10,908 | $73,848-85.2% | $143,799-92.4% | $68,486-84.1% |
| Participation rate | 18.5% | 66.7%-48.2pp | 80.3%-61.9pp | 67.9%-49.4pp |
| Annual return | 25.85% | 0.91%+24.9pp | -0.04%+25.9pp | -7.85%+33.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $545 | $3,385-83.9% | $5,638-90.3% | $4,028-86.5% |
| Admin fee / account holder | $86 | $5,755-98.5% | $14,677-99.4% | $5,404-98.4% |