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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 | $19,977 | $99,345-79.9% | $84,753-76.4% | $273,972-92.7% |
| Participation rate | 38.5% | 80.7%-42.2pp | 76.6%-38.1pp | 83.0%-44.6pp |
| Annual return | 3.16% | 22.93%-19.8pp | 22.78%-19.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $516 | $4,270-87.9% | $3,712-86.1% | $5,287-90.2% |
| Admin fee / account holder | $210 | $6,645-96.8% | $5,333-96.1% | $10,133-97.9% |