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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 | $30,831 | $135,956-77.3% | $123,894-75.1% | $273,972-88.7% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 5.68% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $779 | $6,343-87.7% | $5,984-87.0% | $5,287-85.3% |
| Admin fee / account holder | $251 | $9,817-97.4% | $8,357-97.0% | $10,133-97.5% |