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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 | $12,800 | $76,407-83.2% | $150,298-91.5% | $82,448-84.5% |
| Participation rate | 43.9% | 66.4%-22.5pp | 77.8%-33.9pp | 68.1%-24.2pp |
| Annual return | 17.17% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $166 | $3,214-94.8% | $5,453-97.0% | $4,139-96.0% |
| Admin fee / account holder | $188 | $6,352-97.0% | $14,116-98.7% | $7,234-97.4% |