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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 | $17,040 | $57,119-70.2% | $85,187-80.0% | $80,935-78.9% |
| Participation rate | 2.7% | 56.4%-53.7pp | 67.5%-64.8pp | 67.7%-65.0pp |
| Annual return | 16.63% | 21.70%-5.1pp | 66.67%-50.0pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $328 | $3,115-89.5% | $4,525-92.8% | $4,299-92.4% |
| Admin fee / account holder | $20 | $4,990-99.6% | $6,162-99.7% | $6,924-99.7% |