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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 | $47,027 | $54,541-13.8% | $78,778-40.3% | $70,126-32.9% |
| Participation rate | 9.1% | 60.8%-51.7pp | 69.2%-60.1pp | 69.5%-60.4pp |
| Annual return | 13.67% | 21.07%-7.4pp | 35.62%-22.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $351 | $2,210-84.1% | $2,958-88.1% | $3,332-89.5% |
| Admin fee / account holder | $227 | $3,709-93.9% | $5,134-95.6% | $4,645-95.1% |