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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 | $32,972 | $60,349-45.4% | $74,184-55.6% | $62,881-47.6% |
| Participation rate | 27.0% | 72.7%-45.7pp | 76.6%-49.6pp | 69.3%-42.3pp |
| Annual return | 6.33% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $616 | $2,856-78.4% | $3,550-82.6% | $3,203-80.8% |
| Admin fee / account holder | $260 | $4,261-93.9% | $5,586-95.3% | $4,296-93.9% |