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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 | $31,060 | $41,377-24.9% | $109,313-71.6% | $62,881-50.6% |
| Participation rate | 7.7% | 57.5%-49.8pp | 71.3%-63.6pp | 69.3%-61.6pp |
| Annual return | 6.41% | 11.05%-4.6pp | 22.07%-15.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $250 | $2,045-87.8% | $3,166-92.1% | $3,203-92.2% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |