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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 | $43,033 | $62,672-31.3% | $185,117-76.8% | $70,126-38.6% |
| Participation rate | 17.1% | 63.8%-46.7pp | 77.3%-60.2pp | 69.5%-52.4pp |
| Annual return | 18.16% | 40.79%-22.6pp | 40.50%-22.3pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $728 | $3,272-77.8% | $5,045-85.6% | $3,332-78.2% |
| Admin fee / account holder | $270 | $3,932-93.1% | $8,159-96.7% | $4,645-94.2% |