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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 | $21,543 | $56,054-61.6% | $171,082-87.4% | $62,881-65.7% |
| Participation rate | 12.2% | 62.9%-50.7pp | 76.7%-64.5pp | 69.3%-57.1pp |
| Annual return | 6.49% | 22.52%-16.0pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $277 | $3,158-91.2% | $4,797-94.2% | $3,203-91.3% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |