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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 | $48,608 | $89,259-45.5% | $107,187-54.7% | $82,637-41.2% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 13.94% | 21.02%-7.1pp | 204.55%-190.6pp | 53.51%-39.6pp |
| Employer contribution / active EE | $770 | $3,080-75.0% | $3,782-79.6% | $2,552-69.8% |
| Participant deferral / active EE | $1,372 | $4,037-66.0% | $5,096-73.1% | $4,126-66.7% |
| Admin fee / account holder | $3 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |