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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 | $77,896-61.4% | $134,172-77.6% | $82,448-63.5% |
| Participation rate | 4.3% | 62.8%-58.4pp | 72.5%-68.1pp | 68.1%-63.7pp |
| Annual return | 15.77% | 18.21%-2.4pp | 25.30%-9.5pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $372 | $3,162-88.2% | $4,690-92.1% | $4,139-91.0% |
| Admin fee / account holder | $177 | $6,336-97.2% | $12,016-98.5% | $7,234-97.6% |