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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 | $34,871 | $84,236-58.6% | $170,435-79.5% | $70,126-50.3% |
| Participation rate | 8.0% | 70.8%-62.8pp | 83.6%-75.6pp | 69.5%-61.5pp |
| Annual return | 16.95% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $89 | $3,086-97.1% | $4,939-98.2% | $3,332-97.3% |
| Admin fee / account holder | $15 | $5,698-99.7% | $13,881-99.9% | $4,645-99.7% |