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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 | $21,120 | $54,757-61.4% | $90,304-76.6% | $72,975-71.1% |
| Participation rate | 4.7% | 65.2%-60.5pp | 73.3%-68.6pp | 69.5%-64.8pp |
| Annual return | 37.60% | 30.63%+7.0pp | 78.13%-40.5pp | 81.01%-43.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $420 | $2,887-85.5% | $3,885-89.2% | $3,608-88.4% |
| Admin fee / account holder | $50 | $3,973-98.7% | $5,354-99.1% | $5,124-99.0% |