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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 | $38,320 | $45,079-15.0% | $69,461-44.8% | $72,983-47.5% |
| Participation rate | 20.0% | 68.5%-48.5pp | 74.6%-54.6pp | 69.5%-49.5pp |
| Annual return | 23.55% | 22.65%+0.9pp | 28.97%-5.4pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $770 | $2,603-70.4% | $3,536-78.2% | $3,608-78.7% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |