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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 | $32,832 | $64,359-49.0% | $90,161-63.6% | $70,126-53.2% |
| Participation rate | 0.0% | 70.4%-70.4pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 14.78% | 28.13%-13.4pp | 34.89%-20.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,591 | $4,389-63.8% | $5,287-69.9% | $3,332-52.3% |
| Admin fee / account holder | $231 | $3,945-94.1% | $5,943-96.1% | $4,645-95.0% |