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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 | $27,280 | $99,345-72.5% | $84,753-67.8% | $273,972-90.0% |
| Participation rate | 30.8% | 80.7%-49.9pp | 76.6%-45.8pp | 83.0%-52.2pp |
| Annual return | 3.96% | 22.93%-19.0pp | 22.78%-18.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $423 | $4,270-90.1% | $3,712-88.6% | $5,287-92.0% |
| Admin fee / account holder | $245 | $6,645-96.3% | $5,333-95.4% | $10,133-97.6% |