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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 | $26,519 | $54,541-51.4% | $78,778-66.3% | $70,126-62.2% |
| Participation rate | 51.7% | 60.8%-9.1pp | 69.2%-17.5pp | 69.5%-17.8pp |
| Annual return | 15.26% | 21.07%-5.8pp | 35.62%-20.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $790 | $2,210-64.3% | $2,958-73.3% | $3,332-76.3% |
| Admin fee / account holder | $85 | $3,709-97.7% | $5,134-98.3% | $4,645-98.2% |