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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 | $22,989 | $72,027-68.1% | $185,861-87.6% | $79,856-71.2% |
| Participation rate | 47.2% | 65.8%-18.5pp | 78.0%-30.8pp | 69.6%-22.4pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $592 | $3,780-84.3% | $5,634-89.5% | $3,741-84.2% |
| Admin fee / account holder | $24 | $4,513-99.5% | $9,503-99.8% | $5,306-99.6% |