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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 | $8,528 | $57,140-85.1% | $85,240-90.0% | $80,959-89.5% |
| Participation rate | 12.7% | 56.4%-43.7pp | 67.5%-54.8pp | 67.7%-55.0pp |
| Annual return | 13.35% | 21.71%-8.4pp | 66.75%-53.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $508 | $3,115-83.7% | $4,527-88.8% | $4,300-88.2% |
| Admin fee / account holder | $71 | $4,992-98.6% | $6,165-98.8% | $6,925-99.0% |