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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 | $26,376 | $36,844-28.4% | $83,854-68.5% | $65,306-59.6% |
| Participation rate | 0.0% | 29.2%-29.2pp | 59.1%-59.1pp | 57.7%-57.7pp |
| Annual return | 13.08% | 22.28%-9.2pp | 31.39%-18.3pp | 21.94%-8.9pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $31 | $1,040-97.0% | $2,035-98.5% | $2,959-99.0% |
| Admin fee / account holder | $230 | $2,546-91.0% | $3,197-92.8% | $3,480-93.4% |