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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 | $35,384 | $101,795-65.2% | $165,100-78.6% | $80,959-56.3% |
| Participation rate | 62.0% | 71.8%-9.8pp | 78.6%-16.6pp | 67.7%-5.7pp |
| Annual return | 11.66% | 16.73%-5.1pp | 70.21%-58.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,914 | $4,476-57.2% | $6,035-68.3% | $4,300-55.5% |
| Admin fee / account holder | $86 | $8,221-99.0% | $12,696-99.3% | $6,925-98.8% |