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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 | $15,151 | $84,236-82.0% | $170,435-91.1% | $70,126-78.4% |
| Participation rate | 21.7% | 70.8%-49.1pp | 83.6%-61.9pp | 69.5%-47.8pp |
| Annual return | 14.08% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $783 | $3,086-74.6% | $4,939-84.1% | $3,332-76.5% |
| Admin fee / account holder | $286 | $5,698-95.0% | $13,881-97.9% | $4,645-93.8% |