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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 | $13,918 | $76,407-81.8% | $150,298-90.7% | $82,448-83.1% |
| Participation rate | 15.3% | 66.4%-51.1pp | 77.8%-62.5pp | 68.1%-52.8pp |
| Annual return | 18.63% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $706 | $3,214-78.0% | $5,453-87.1% | $4,139-82.9% |
| Admin fee / account holder | $190 | $6,352-97.0% | $14,116-98.7% | $7,234-97.4% |