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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 | $17,144 | $57,590-70.2% | $86,233-80.1% | $82,448-79.2% |
| Participation rate | 4.3% | 57.9%-53.5pp | 69.0%-64.7pp | 68.1%-63.7pp |
| Annual return | 20.68% | 22.41%-1.7pp | 61.39%-40.7pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $150 | $3,080-95.1% | $4,559-96.7% | $4,139-96.4% |
| Admin fee / account holder | $16 | $4,730-99.7% | $8,342-99.8% | $7,234-99.8% |