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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 | $35,415 | $46,877-24.5% | $122,354-71.1% | $70,124-49.5% |
| Participation rate | 12.9% | 58.2%-45.3pp | 71.6%-58.7pp | 69.5%-56.6pp |
| Annual return | 23.03% | 24.22%-1.2pp | 30.28%-7.2pp | 73.14%-50.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $374 | $2,167-82.7% | $3,287-88.6% | $3,332-88.8% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |