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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 | $25,827 | $48,078-46.3% | $78,676-67.2% | $62,881-58.9% |
| Participation rate | 7.7% | 65.2%-57.5pp | 73.6%-65.9pp | 69.3%-61.6pp |
| Annual return | 7.96% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $500 | $2,587-80.7% | $3,517-85.8% | $3,203-84.4% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |