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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 | $15,966 | $48,078-66.8% | $78,676-79.7% | $62,881-74.6% |
| Participation rate | 32.1% | 65.2%-33.1pp | 73.6%-41.4pp | 69.3%-37.2pp |
| Annual return | 8.43% | 31.36%-22.9pp | 62.19%-53.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $318 | $2,587-87.7% | $3,517-91.0% | $3,203-90.1% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |