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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 | $24,031 | $93,598-74.3% | $135,974-82.3% | $75,173-68.0% |
| Participation rate | 13.6% | 75.2%-61.6pp | 81.9%-68.3pp | 67.2%-53.6pp |
| Annual return | 24.18% | 30.89%-6.7pp | 68.30%-44.1pp | 160.72%-136.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,136 | $6,405-82.3% | $7,760-85.4% | $4,126-72.5% |
| Admin fee / account holder | $273 | $6,978-96.1% | $10,767-97.5% | $5,651-95.2% |