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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 | $35,429 | $76,407-53.6% | $150,298-76.4% | $82,448-57.0% |
| Participation rate | 9.2% | 66.4%-57.2pp | 77.8%-68.5pp | 68.1%-58.8pp |
| Annual return | 16.08% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $649 | $3,214-79.8% | $5,453-88.1% | $4,139-84.3% |
| Admin fee / account holder | $144 | $6,352-97.7% | $14,116-99.0% | $7,234-98.0% |