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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 | $22,959 | $46,877-51.0% | $122,354-81.2% | $70,126-67.3% |
| Participation rate | 14.0% | 58.2%-44.3pp | 71.6%-57.7pp | 69.5%-55.6pp |
| Annual return | 20.33% | 24.22%-3.9pp | 30.28%-9.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $481 | $2,167-77.8% | $3,287-85.4% | $3,332-85.6% |
| Admin fee / account holder | $150 | $3,324-95.5% | $5,479-97.3% | $4,645-96.8% |