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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 | $17,975 | $46,464-61.3% | $150,298-88.0% | $79,634-77.4% |
| Participation rate | 3.0% | 57.0%-53.9pp | 77.8%-74.7pp | 62.5%-59.5pp |
| Annual return | 18.09% | 27.89%-9.8pp | 62.79%-44.7pp | 36.46%-18.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $213 | $2,157-90.1% | $5,453-96.1% | $3,835-94.4% |
| Admin fee / account holder | $167 | $891-81.3% | $14,116-98.8% | $1,002-83.3% |