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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 | $22,954 | $81,358-71.8% | $155,556-85.2% | $80,959-71.6% |
| Participation rate | 6.8% | 66.3%-59.4pp | 78.2%-71.4pp | 67.7%-60.8pp |
| Annual return | 24.17% | 33.39%-9.2pp | 64.84%-40.7pp | 35.67%-11.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $641 | $3,455-81.4% | $5,631-88.6% | $4,300-85.1% |
| Admin fee / account holder | $140 | $7,994-98.2% | $15,885-99.1% | $6,925-98.0% |