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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 | $97,067 | $163,687-40.7% | $108,745-10.7% | $273,972-64.6% |
| Participation rate | 66.7% | 82.3%-15.7pp | 77.7%-11.0pp | 83.0%-16.3pp |
| Annual return | 3.71% | 31.16%-27.4pp | 46.22%-42.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $400 | $7,155-94.4% | $5,121-92.2% | $5,287-92.4% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |