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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 | $22,205 | $84,236-73.6% | $170,435-87.0% | $70,126-68.3% |
| Participation rate | 51.7% | 70.8%-19.1pp | 83.6%-31.9pp | 69.5%-17.8pp |
| Annual return | 18.60% | 23.06%-4.5pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $247 | $5,698-95.7% | $13,881-98.2% | $4,645-94.7% |