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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 | $10,889 | $64,920-83.2% | $103,693-89.5% | $86,983-87.5% |
| Participation rate | 7.4% | 63.6%-56.2pp | 72.6%-65.2pp | 69.5%-62.1pp |
| Annual return | 25.08% | 30.29%-5.2pp | 47.61%-22.5pp | 25.83%-0.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $238 | $3,241-92.6% | $4,579-94.8% | $4,194-94.3% |
| Admin fee / account holder | $102 | $6,191-98.4% | $7,858-98.7% | $7,856-98.7% |