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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 | $33,937 | $48,364-29.8% | $71,796-52.7% | $62,881-46.0% |
| Participation rate | 23.1% | 60.6%-37.5pp | 69.1%-46.0pp | 69.3%-46.2pp |
| Annual return | 5.57% | 13.16%-7.6pp | 78.04%-72.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $801 | $2,091-61.7% | $2,794-71.3% | $3,203-75.0% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |