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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 | $37,624 | $54,541-31.0% | $78,778-52.2% | $70,126-46.3% |
| Participation rate | 22.6% | 60.8%-38.2pp | 69.2%-46.6pp | 69.5%-47.0pp |
| Annual return | 15.96% | 21.07%-5.1pp | 35.62%-19.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $509 | $2,210-77.0% | $2,958-82.8% | $3,332-84.7% |
| Admin fee / account holder | $14 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |