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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 | $26,531 | $76,551-65.3% | $123,894-78.6% | $62,881-57.8% |
| Participation rate | 8.1% | 73.0%-64.9pp | 81.4%-73.3pp | 69.3%-61.2pp |
| Annual return | 13.06% | 18.68%-5.6pp | 47.52%-34.5pp | 20.14%-7.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $157 | $4,840-96.8% | $5,984-97.4% | $3,203-95.1% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |