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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 | $72,349 | $106,749-32.2% | $145,433-50.3% | $82,448-12.2% |
| Participation rate | 28.4% | 75.6%-47.3pp | 82.1%-53.7pp | 68.1%-39.7pp |
| Annual return | 17.73% | 27.59%-9.9pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,301 | $6,519-64.7% | $7,897-70.9% | $4,139-44.4% |
| Admin fee / account holder | $151 | $8,390-98.2% | $13,129-98.9% | $7,234-97.9% |