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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 | $10,818 | $53,162-79.7% | $91,225-88.1% | $68,486-84.2% |
| Participation rate | 16.2% | 63.2%-47.0pp | 73.2%-57.0pp | 67.9%-51.7pp |
| Annual return | 37.96% | -3.14%+41.1pp | 114.12%-76.2pp | -7.85%+45.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $992 | $2,974-66.6% | $4,233-76.6% | $4,028-75.4% |
| Admin fee / account holder | $153 | $4,493-96.6% | $5,422-97.2% | $5,404-97.2% |