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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 | $42,409 | $83,485-49.2% | $125,192-66.1% | $72,975-41.9% |
| Participation rate | 13.4% | 73.3%-59.9pp | 79.8%-66.4pp | 69.5%-56.1pp |
| Annual return | 17.43% | 25.77%-8.3pp | 43.79%-26.4pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,116 | $3,586-68.9% | $4,937-77.4% | $3,608-69.1% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |