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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 | $62,281 | $110,137-43.5% | $161,149-61.4% | $82,637-24.6% |
| Participation rate | 21.9% | 72.4%-50.5pp | 78.8%-57.0pp | 68.1%-46.2pp |
| Annual return | 15.20% | 20.69%-5.5pp | 21.16%-6.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $555 | $2,856-80.6% | $4,360-87.3% | $2,552-78.3% |
| Participant deferral / active EE | $997 | $4,575-78.2% | $6,153-83.8% | $4,126-75.8% |
| Admin fee / account holder | $299 | $9,467-96.8% | $15,194-98.0% | $7,339-95.9% |