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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 | $16,282 | $67,894-76.0% | $89,340-81.8% | $82,448-80.3% |
| Participation rate | 8.9% | 64.0%-55.2pp | 69.6%-60.7pp | 68.1%-59.2pp |
| Annual return | 19.61% | 19.21%+0.4pp | 20.57%-1.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $814 | $3,072-73.5% | $3,823-78.7% | $4,139-80.3% |
| Admin fee / account holder | $46 | $5,723-99.2% | $6,704-99.3% | $7,234-99.4% |