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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 | $39,410 | $76,551-48.5% | $123,894-68.2% | $62,881-37.3% |
| Participation rate | 10.9% | 73.0%-62.1pp | 81.4%-70.5pp | 69.3%-58.4pp |
| Annual return | 6.19% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,482 | $4,840-69.4% | $5,984-75.2% | $3,203-53.7% |
| Admin fee / account holder | $274 | $4,826-94.3% | $8,357-96.7% | $4,296-93.6% |