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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 | $22,040 | $47,848-53.9% | $81,473-72.9% | $70,124-68.6% |
| Participation rate | 20.9% | 58.3%-37.3pp | 68.0%-47.0pp | 69.5%-48.6pp |
| Annual return | 14.65% | 27.25%-12.6pp | 38.78%-24.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $449 | $2,453-81.7% | $3,537-87.3% | $3,332-86.5% |
| Admin fee / account holder | $67 | $3,145-97.9% | $4,561-98.5% | $4,645-98.6% |