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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 | $16,187 | $39,132-58.6% | $57,196-71.7% | $62,881-74.3% |
| Participation rate | 8.3% | 70.5%-62.1pp | 75.3%-67.0pp | 69.3%-61.0pp |
| Annual return | 6.90% | 9.24%-2.3pp | 14.59%-7.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $443 | $2,374-81.4% | $3,096-85.7% | $3,203-86.2% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |