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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 | $32,285 | $153,769-79.0% | $133,975-75.9% | $273,972-88.2% |
| Participation rate | 30.0% | 88.4%-58.4pp | 87.1%-57.1pp | 83.0%-53.0pp |
| Annual return | 7.19% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,125 | $6,958-69.5% | $6,282-66.2% | $5,287-59.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |