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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 | $18,142 | $50,919-64.4% | $155,556-88.3% | $77,762-76.7% |
| Participation rate | 13.1% | 63.1%-50.0pp | 78.2%-65.1pp | 70.6%-57.5pp |
| Annual return | 17.62% | 34.84%-17.2pp | 64.84%-47.2pp | 31.27%-13.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $728 | $2,824-74.2% | $5,631-87.1% | $4,651-84.4% |
| Admin fee / account holder | $4 | $437-99.2% | $15,885-100.0% | $433-99.2% |