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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 | $45,333 | $60,349-24.9% | $74,184-38.9% | $62,881-27.9% |
| Participation rate | 6.7% | 72.7%-66.1pp | 76.6%-70.0pp | 69.3%-62.6pp |
| Annual return | 6.08% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $285 | $2,856-90.0% | $3,550-92.0% | $3,203-91.1% |
| Admin fee / account holder | $215 | $4,261-95.0% | $5,586-96.2% | $4,296-95.0% |