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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 | $29,830 | $54,541-45.3% | $78,778-62.1% | $70,126-57.5% |
| Participation rate | 53.8% | 60.8%-7.0pp | 69.2%-15.3pp | 69.5%-15.7pp |
| Annual return | 12.53% | 21.07%-8.5pp | 35.62%-23.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $583 | $2,210-73.6% | $2,958-80.3% | $3,332-82.5% |
| Admin fee / account holder | $57 | $3,709-98.5% | $5,134-98.9% | $4,645-98.8% |