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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 | $48,357 | $96,558-49.9% | $80,977-40.3% | $273,972-82.3% |
| Participation rate | 38.5% | 79.1%-40.6pp | 75.8%-37.3pp | 83.0%-44.6pp |
| Annual return | 5.74% | 15.14%-9.4pp | 17.11%-11.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $155 | $4,869-96.8% | $3,715-95.8% | $4,869-96.8% |
| Participant deferral / active EE | $750 | $6,598-88.6% | $5,696-86.8% | $5,287-85.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |