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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 | $68,607 | $76,551-10.4% | $123,894-44.6% | $62,881+9.1% |
| Participation rate | 36.6% | 73.0%-36.4pp | 81.4%-44.8pp | 69.3%-32.7pp |
| Annual return | 10.84% | 18.68%-7.8pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $366 | $2,882-87.3% | $4,617-92.1% | $2,281-84.0% |
| Participant deferral / active EE | $1,545 | $4,840-68.1% | $5,984-74.2% | $3,203-51.7% |
| Admin fee / account holder | $22 | $4,826-99.6% | $8,357-99.7% | $4,296-99.5% |