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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 | $33,057 | $71,197-53.6% | $93,669-64.7% | $80,925-59.2% |
| Participation rate | 19.4% | 60.4%-41.0pp | 68.7%-49.4pp | 67.7%-48.3pp |
| Annual return | 11.96% | 11.27%+0.7pp | 133.59%-121.6pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $601 | $4,036-85.1% | $4,416-86.4% | $4,299-86.0% |
| Admin fee / account holder | $278 | $6,959-96.0% | $8,291-96.6% | $6,940-96.0% |