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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 | $27,823 | $51,202-45.7% | $70,548-60.6% | $75,181-63.0% |
| Participation rate | 44.1% | 61.0%-16.8pp | 68.3%-24.2pp | 67.2%-23.1pp |
| Annual return | 17.61% | 30.05%-12.4pp | 32.78%-15.2pp | 160.69%-143.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,094-100.0% | $6,424-100.0% | $5,650-100.0% |