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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 | $35,592 | $50,464-29.5% | $75,784-53.0% | $52,331-32.0% |
| Participation rate | 10.8% | 66.8%-56.0pp | 75.8%-65.0pp | 68.1%-57.3pp |
| Annual return | 1.30% | 1.03%+0.3pp | 9.68%-8.4pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $316 | $2,570-87.7% | $3,652-91.4% | $3,022-89.6% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |