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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 | $10,717 | $81,331-86.8% | $155,534-93.1% | $80,935-86.8% |
| Participation rate | 27.8% | 66.3%-38.4pp | 78.2%-50.4pp | 67.7%-39.8pp |
| Annual return | 24.27% | 33.37%-9.1pp | 64.92%-40.6pp | 35.66%-11.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $409 | $3,454-88.1% | $5,630-92.7% | $4,299-90.5% |
| Admin fee / account holder | $120 | $7,999-98.5% | $15,900-99.2% | $6,924-98.3% |