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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 | $33,107 | $81,276-59.3% | $155,574-78.7% | $80,925-59.1% |
| Participation rate | 6.7% | 66.2%-59.6pp | 78.2%-71.5pp | 67.7%-61.0pp |
| Annual return | 10.70% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $263 | $3,453-92.4% | $5,629-95.3% | $4,299-93.9% |
| Admin fee / account holder | $134 | $7,993-98.3% | $15,914-99.2% | $6,940-98.1% |