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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 | $36,862 | $43,075-14.4% | $74,577-50.6% | $62,881-41.4% |
| Participation rate | 9.7% | 58.1%-48.4pp | 68.1%-58.4pp | 69.3%-59.6pp |
| Annual return | 10.77% | 17.50%-6.7pp | 20.47%-9.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $297 | $2,389-87.6% | $3,458-91.4% | $3,203-90.7% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |