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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 | $30,101 | $81,403-63.0% | $147,027-79.5% | $87,485-65.6% |
| Participation rate | 4.3% | 63.4%-59.1pp | 73.7%-69.4pp | 68.9%-64.6pp |
| Annual return | 15.77% | 16.51%-0.7pp | 20.23%-4.5pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $372 | $3,315-88.8% | $4,933-92.5% | $4,274-91.3% |
| Admin fee / account holder | $177 | $6,755-97.4% | $12,223-98.6% | $7,775-97.7% |