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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 | $34,641 | $64,359-46.2% | $90,161-61.6% | $70,126-50.6% |
| Participation rate | 44.8% | 70.4%-25.6pp | 76.9%-32.0pp | 69.5%-24.7pp |
| Annual return | 16.04% | 28.13%-12.1pp | 34.89%-18.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,314 | $4,389-70.1% | $5,287-75.1% | $3,332-60.6% |
| Admin fee / account holder | $194 | $3,945-95.1% | $5,943-96.7% | $4,645-95.8% |