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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 | $34,102 | $54,757-37.7% | $90,300-62.2% | $72,983-53.3% |
| Participation rate | 4.6% | 65.1%-60.5pp | 73.3%-68.7pp | 69.5%-64.9pp |
| Annual return | 29.60% | 30.63%-1.0pp | 78.11%-48.5pp | 81.01%-51.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $369 | $2,887-87.2% | $3,884-90.5% | $3,608-89.8% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,353-100.0% | $5,124-100.0% |