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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 | $33,502 | $72,177-53.6% | $115,038-70.9% | $59,633-43.8% |
| Participation rate | 14.6% | 72.6%-57.9pp | 81.4%-66.7pp | 68.7%-54.0pp |
| Annual return | 5.20% | 12.02%-6.8pp | 26.14%-20.9pp | 2041.45%-2036.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,005 | $4,783-79.0% | $6,026-83.3% | $3,192-68.5% |
| Admin fee / account holder | $8 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |