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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 | $35,619 | $58,828-39.5% | $78,002-54.3% | $62,881-43.4% |
| Participation rate | 31.6% | 71.1%-39.5pp | 75.5%-43.9pp | 69.3%-37.7pp |
| Annual return | 9.53% | 17.16%-7.6pp | 425.99%-416.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $782 | $2,686-70.9% | $3,497-77.6% | $3,203-75.6% |
| Admin fee / account holder | $61 | $4,393-98.6% | $5,481-98.9% | $4,296-98.6% |