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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 | $53,000 | $67,602-21.6% | $82,312-35.6% | $70,126-24.4% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 15.22% | 21.57%-6.3pp | 25.88%-10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $978 | $2,987-67.3% | $3,706-73.6% | $3,332-70.6% |
| Admin fee / account holder | $272 | $4,512-94.0% | $5,608-95.1% | $4,645-94.1% |