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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 | $24,073 | $96,558-75.1% | $80,977-70.3% | $273,972-91.2% |
| Participation rate | 30.0% | 79.1%-49.1pp | 75.8%-45.8pp | 83.0%-53.0pp |
| Annual return | 7.58% | 15.14%-7.6pp | 17.11%-9.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $748 | $6,598-88.7% | $5,696-86.9% | $5,287-85.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |