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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 | $38,620 | $43,338-10.9% | $59,887-35.5% | $64,173-39.8% |
| Participation rate | 2.9% | 69.2%-66.2pp | 74.7%-71.8pp | 69.6%-66.6pp |
| Annual return | 11.96% | -1.55%+13.5pp | 3.46%+8.5pp | 7.63%+4.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $676 | $2,547-73.4% | $3,402-80.1% | $3,470-80.5% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |