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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 | $30,702 | $52,379-41.4% | $46,225-33.6% | $273,972-88.8% |
| Participation rate | 35.7% | 84.0%-48.3pp | 79.5%-43.8pp | 83.0%-47.3pp |
| Annual return | 6.19% | 7.23%-1.0pp | 7.57%-1.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $223 | $4,226-94.7% | $3,424-93.5% | $4,869-95.4% |
| Participant deferral / active EE | $223 | $4,660-95.2% | $3,776-94.1% | $5,287-95.8% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |