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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 | $41,038 | $91,198-55.0% | $178,503-77.0% | $79,856-48.6% |
| Participation rate | 26.4% | 69.2%-42.8pp | 81.9%-55.5pp | 69.6%-43.2pp |
| Annual return | 15.01% | 24.20%-9.2pp | 151.12%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $756 | $3,237-76.6% | $5,202-85.5% | $3,741-79.8% |
| Admin fee / account holder | $12 | $6,748-99.8% | $13,987-99.9% | $5,306-99.8% |