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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 | $13,245 | $39,132-66.2% | $57,196-76.8% | $62,881-78.9% |
| Participation rate | 4.8% | 70.5%-65.6pp | 75.3%-70.5pp | 69.3%-64.5pp |
| Annual return | 10.76% | 9.24%+1.5pp | 14.59%-3.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $171 | $2,374-92.8% | $3,096-94.5% | $3,203-94.7% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |