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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 | $27,641 | $54,541-49.3% | $78,778-64.9% | $70,124-60.6% |
| Participation rate | 25.6% | 60.8%-35.2pp | 69.2%-43.6pp | 69.5%-44.0pp |
| Annual return | 16.12% | 21.07%-5.0pp | 35.62%-19.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $574 | $2,210-74.0% | $2,958-80.6% | $3,332-82.8% |
| Admin fee / account holder | $124 | $3,709-96.7% | $5,134-97.6% | $4,645-97.3% |