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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 | $29,942 | $90,486-66.9% | $78,676-61.9% | $273,972-89.1% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 5.95% | 75.62%-69.7pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $275 | $3,901-93.0% | $3,517-92.2% | $5,287-94.8% |
| Admin fee / account holder | $159 | $5,263-97.0% | $4,510-96.5% | $10,133-98.4% |