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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 | $38,228 | $99,994-61.8% | $146,643-73.9% | $85,847-55.5% |
| Participation rate | 28.6% | 73.1%-44.5pp | 80.1%-51.5pp | 69.3%-40.7pp |
| Annual return | 17.40% | 18.93%-1.5pp | 22.75%-5.4pp | 318.61%-301.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,622 | $4,006-59.5% | $5,506-70.5% | $3,952-59.0% |
| Admin fee / account holder | $216 | $7,703-97.2% | $10,280-97.9% | $6,261-96.6% |