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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 | $60,043 | $156,616-61.7% | $133,346-55.0% | $198,609-69.8% |
| Participation rate | 52.4% | 77.7%-25.3pp | 72.8%-20.5pp | 82.4%-30.0pp |
| Annual return | 18.04% | 44.25%-26.2pp | 36.85%-18.8pp | 202.70%-184.7pp |
| Employer contribution / active EE | $734 | $3,368-78.2% | $2,853-74.3% | $5,055-85.5% |
| Participant deferral / active EE | $1,513 | $4,920-69.2% | $4,332-65.1% | $6,977-78.3% |
| Admin fee / account holder | $3 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |