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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 | $43,353 | $75,720-42.7% | $90,312-52.0% | $86,983-50.2% |
| Participation rate | 7.1% | 66.3%-59.1pp | 72.9%-65.8pp | 69.5%-62.4pp |
| Annual return | 17.15% | 18.55%-1.4pp | 18.90%-1.8pp | 25.83%-8.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $199 | $3,001-93.4% | $3,749-94.7% | $4,194-95.2% |
| Admin fee / account holder | $0 | $6,201-100.0% | $8,248-100.0% | $7,856-100.0% |