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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 | $46,875 | $215,361-78.2% | $171,082-72.6% | $273,972-82.9% |
| Participation rate | 8.3% | 82.0%-73.7pp | 76.7%-68.4pp | 83.0%-74.7pp |
| Annual return | 7.95% | 25.14%-17.2pp | 32.56%-24.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $452 | $5,543-91.8% | $4,797-90.6% | $5,287-91.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |