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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 | $25,062 | $88,707-71.7% | $74,185-66.2% | $273,970-90.9% |
| Participation rate | 27.8% | 79.4%-51.7pp | 76.6%-48.8pp | 83.0%-55.2pp |
| Annual return | 2.43% | 11.94%-9.5pp | 17.74%-15.3pp | 41.46%-39.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $462 | $4,212-89.0% | $3,550-87.0% | $5,287-91.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |