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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 | $45,603 | $72,027-36.7% | $185,861-75.5% | $79,856-42.9% |
| Participation rate | 8.8% | 65.8%-56.9pp | 78.0%-69.2pp | 69.6%-60.8pp |
| Annual return | 23.30% | 23.13%+0.2pp | 35.96%-12.7pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $394 | $3,780-89.6% | $5,634-93.0% | $3,741-89.5% |
| Admin fee / account holder | $20 | $4,513-99.6% | $9,503-99.8% | $5,306-99.6% |