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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 | $25,479 | $62,881-59.5% | - | $62,881-59.5% |
| Participation rate | 60.0% | 69.3%-9.3pp | - | 69.3%-9.3pp |
| Annual return | 8.23% | 20.14%-11.9pp | - | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | - | $2,281-100.0% |
| Participant deferral / active EE | $941 | $3,203-70.6% | - | $3,203-70.6% |
| Admin fee / account holder | $23 | $4,296-99.5% | - | $4,296-99.5% |