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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 | $45,905 | $80,983-43.3% | $96,544-52.5% | $75,177-38.9% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 15.40% | 27.05%-11.6pp | 25.88%-10.5pp | 160.75%-145.3pp |
| Employer contribution / active EE | $332 | $2,282-85.5% | $2,966-88.8% | $2,671-87.6% |
| Participant deferral / active EE | $1,098 | $3,929-72.1% | $4,851-77.4% | $4,126-73.4% |
| Admin fee / account holder | $35 | $6,717-99.5% | $8,254-99.6% | $5,651-99.4% |