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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 | $28,068 | $90,486-69.0% | $78,676-64.3% | $273,972-89.8% |
| Participation rate | 12.5% | 76.5%-64.0pp | 73.6%-61.1pp | 83.0%-70.5pp |
| Annual return | 7.08% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $488 | $3,901-87.5% | $3,517-86.1% | $5,287-90.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |