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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 | $18,371 | $59,440-69.1% | $78,004-76.4% | $82,637-77.8% |
| Participation rate | 23.6% | 62.8%-39.2pp | 69.4%-45.8pp | 68.1%-44.4pp |
| Annual return | 15.37% | 40.24%-24.9pp | 31.07%-15.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $377 | $3,138-88.0% | $4,092-90.8% | $4,126-90.9% |
| Admin fee / account holder | $201 | $5,504-96.3% | $7,578-97.3% | $7,339-97.3% |