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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 | $18,991 | $51,638-63.2% | $68,368-72.2% | $82,448-77.0% |
| Participation rate | 10.4% | 63.6%-53.2pp | 73.8%-63.4pp | 68.1%-57.7pp |
| Annual return | 16.46% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $404 | $2,914-86.1% | $4,123-90.2% | $4,139-90.2% |
| Admin fee / account holder | $213 | $4,643-95.4% | $5,150-95.9% | $7,234-97.1% |