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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 | $48,524 | $50,947-4.8% | $74,549-34.9% | $64,173-24.4% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.1%-11.5pp | 69.6%-11.9pp |
| Annual return | 9.30% | -1.85%+11.2pp | 32.53%-23.2pp | 7.63%+1.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $650 | $2,302-71.7% | $3,108-79.1% | $3,470-81.3% |
| Admin fee / account holder | $100 | $4,221-97.6% | $5,059-98.0% | $4,887-98.0% |