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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 | $80,978 | $81,358-0.5% | $155,556-47.9% | $80,9590% |
| Participation rate | 4.2% | 66.3%-62.1pp | 78.2%-74.1pp | 67.7%-63.5pp |
| Annual return | 21.26% | 33.39%-12.1pp | 64.84%-43.6pp | 35.67%-14.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $615 | $3,455-82.2% | $5,631-89.1% | $4,300-85.7% |
| Admin fee / account holder | $30 | $7,994-99.6% | $15,885-99.8% | $6,925-99.6% |