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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 | $20,878 | $78,690-73.5% | $161,489-87.1% | $87,485-76.1% |
| Participation rate | 9.3% | 67.5%-58.2pp | 78.7%-69.4pp | 68.9%-59.6pp |
| Annual return | 25.49% | 32.74%-7.2pp | 89.72%-64.2pp | 26.06%-0.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $904 | $3,311-72.7% | $5,630-84.0% | $4,274-78.9% |
| Admin fee / account holder | $119 | $6,724-98.2% | $16,006-99.3% | $7,775-98.5% |