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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 | $106,864-32.3% | $147,318-50.9% | $82,637-12.4% |
| Participation rate | 28.4% | 75.5%-47.1pp | 82.1%-53.7pp | 68.1%-39.7pp |
| Annual return | 17.73% | 27.49%-9.8pp | 70.43%-52.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,301 | $6,496-64.6% | $7,906-70.9% | $4,126-44.2% |
| Admin fee / account holder | $151 | $8,415-98.2% | $13,708-98.9% | $7,339-97.9% |