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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 | $60,816 | $78,423-22.5% | $95,964-36.6% | $79,856-23.8% |
| Participation rate | 40.6% | 73.5%-32.9pp | 77.1%-36.5pp | 69.6%-29.0pp |
| Annual return | 18.48% | 19.37%-0.9pp | 91.64%-73.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,489 | $3,440-56.7% | $4,167-64.3% | $3,741-60.2% |
| Admin fee / account holder | $242 | $5,622-95.7% | $6,797-96.4% | $5,306-95.4% |