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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 | $14,629 | $39,132-62.6% | $57,196-74.4% | $62,881-76.7% |
| Participation rate | 58.3% | 70.5%-12.1pp | 75.3%-17.0pp | 69.3%-11.0pp |
| Annual return | 9.17% | 9.24%-0.1pp | 14.59%-5.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $686 | $2,374-71.1% | $3,096-77.8% | $3,203-78.6% |
| Admin fee / account holder | $214 | $2,594-91.7% | $3,141-93.2% | $4,296-95.0% |