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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 | $60,005 | $96,731-38.0% | $123,973-51.6% | $86,983-31.0% |
| Participation rate | 29.3% | 70.0%-40.8pp | 76.7%-47.4pp | 69.5%-40.3pp |
| Annual return | 12.19% | 17.33%-5.1pp | 388.13%-375.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $629 | $3,297-80.9% | $4,126-84.8% | $2,584-75.7% |
| Participant deferral / active EE | $1,555 | $4,152-62.6% | $5,247-70.4% | $4,194-62.9% |
| Admin fee / account holder | $78 | $8,722-99.1% | $11,799-99.3% | $7,856-99.0% |