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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 | $31,792 | $99,345-68.0% | $84,753-62.5% | $273,972-88.4% |
| Participation rate | 46.7% | 80.7%-34.0pp | 76.6%-29.9pp | 83.0%-36.3pp |
| Annual return | 6.71% | 22.93%-16.2pp | 22.78%-16.1pp | 41.46%-34.7pp |
| Employer contribution / active EE | $607 | $4,214-85.6% | $3,574-83.0% | $4,869-87.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $35 | $6,645-99.5% | $5,333-99.3% | $10,133-99.7% |