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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 | $28,176 | $76,834-63.3% | $108,359-74.0% | $87,485-67.8% |
| Participation rate | 23.3% | 61.7%-38.4pp | 70.1%-46.8pp | 68.9%-45.6pp |
| Annual return | 17.14% | 19.09%-1.9pp | 36.89%-19.8pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $735 | $3,100-76.3% | $4,137-82.2% | $4,274-82.8% |
| Admin fee / account holder | $17 | $6,537-99.7% | $9,741-99.8% | $7,775-99.8% |