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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 | $55,493 | $215,361-74.2% | $171,082-67.6% | $273,972-79.7% |
| Participation rate | 5.9% | 82.0%-76.1pp | 76.7%-70.8pp | 83.0%-77.1pp |
| Annual return | 9.63% | 25.14%-15.5pp | 32.56%-22.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $513 | $5,543-90.7% | $4,797-89.3% | $5,287-90.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |