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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 | $20,543 | $99,875-79.4% | $146,866-86.0% | $86,983-76.4% |
| Participation rate | 46.2% | 75.8%-29.7pp | 82.5%-36.4pp | 69.5%-23.4pp |
| Annual return | 17.35% | 28.10%-10.7pp | 102.85%-85.5pp | 25.83%-8.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $352 | $6,322-94.4% | $7,759-95.5% | $4,194-91.6% |
| Admin fee / account holder | $135 | $7,838-98.3% | $13,620-99.0% | $7,856-98.3% |