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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 | $28,800 | $90,486-68.2% | $78,676-63.4% | $273,972-89.5% |
| Participation rate | 8.3% | 76.5%-68.2pp | 73.6%-65.2pp | 83.0%-74.7pp |
| Annual return | 4.74% | 75.62%-70.9pp | 62.19%-57.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $290 | $3,901-92.6% | $3,517-91.8% | $5,287-94.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |