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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 | $10,966 | $77,814-85.9% | $158,223-93.1% | $86,983-87.4% |
| Participation rate | 13.8% | 68.4%-54.6pp | 79.2%-65.4pp | 69.5%-55.7pp |
| Annual return | 17.38% | 30.54%-13.2pp | 52.09%-34.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $319 | $3,270-90.2% | $5,467-94.2% | $4,194-92.4% |
| Admin fee / account holder | $116 | $5,879-98.0% | $16,047-99.3% | $7,856-98.5% |