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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 | $22,109 | $76,551-71.1% | $123,894-82.2% | $62,881-64.8% |
| Participation rate | 20.7% | 73.0%-52.3pp | 81.4%-60.7pp | 69.3%-48.6pp |
| Annual return | 17.57% | 18.68%-1.1pp | 47.52%-29.9pp | 20.14%-2.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,026 | $4,840-58.1% | $5,984-66.1% | $3,203-36.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |