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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 | $73,601 | $73,981-0.5% | $105,754-30.4% | $62,881+17.0% |
| Participation rate | 4.7% | 71.7%-67.0pp | 78.9%-74.2pp | 69.3%-64.6pp |
| Annual return | 10.42% | 17.60%-7.2pp | 12.25%-1.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $78 | $4,038-98.1% | $5,326-98.5% | $3,203-97.6% |
| Admin fee / account holder | $0 | $5,976-100.0% | $8,309-100.0% | $4,296-100.0% |