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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 | $51,674 | $101,795-49.2% | $165,100-68.7% | $80,959-36.2% |
| Participation rate | 2.2% | 71.8%-69.6pp | 78.6%-76.4pp | 67.7%-65.4pp |
| Annual return | 19.63% | 16.73%+2.9pp | 70.21%-50.6pp | 35.67%-16.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $511 | $4,476-88.6% | $6,035-91.5% | $4,300-88.1% |
| Admin fee / account holder | $183 | $8,221-97.8% | $12,696-98.6% | $6,925-97.4% |