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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 | $25,507 | $48,078-46.9% | $78,676-67.6% | $62,881-59.4% |
| Participation rate | 37.8% | 65.2%-27.4pp | 73.6%-35.8pp | 69.3%-31.5pp |
| Annual return | 7.00% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $136 | $2,015-93.3% | $2,850-95.2% | $2,281-94.1% |
| Participant deferral / active EE | $340 | $2,587-86.9% | $3,517-90.3% | $3,203-89.4% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |