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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 | $31,281 | $78,428-60.1% | $95,960-67.4% | $79,852-60.8% |
| Participation rate | 23.1% | 73.5%-50.4pp | 77.1%-54.0pp | 69.6%-46.6pp |
| Annual return | 15.78% | 19.37%-3.6pp | 91.63%-75.9pp | 31.72%-15.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $205 | $3,440-94.0% | $4,167-95.1% | $3,740-94.5% |
| Admin fee / account holder | $73 | $5,622-98.7% | $6,797-98.9% | $5,306-98.6% |