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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 | $31,126 | $58,828-47.1% | $78,002-60.1% | $62,881-50.5% |
| Participation rate | 46.9% | 71.1%-24.2pp | 75.5%-28.7pp | 69.3%-22.4pp |
| Annual return | 10.42% | 17.16%-6.7pp | 425.99%-415.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,017 | $2,686-62.1% | $3,497-70.9% | $3,203-68.3% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |