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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 | $48,011 | $76,551-37.3% | $123,894-61.2% | $62,881-23.6% |
| Participation rate | 14.5% | 73.0%-58.4pp | 81.4%-66.9pp | 69.3%-54.8pp |
| Annual return | 10.44% | 18.68%-8.2pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $411 | $2,882-85.8% | $4,617-91.1% | $2,281-82.0% |
| Participant deferral / active EE | $1,299 | $4,840-73.2% | $5,984-78.3% | $3,203-59.5% |
| Admin fee / account holder | $120 | $4,826-97.5% | $8,357-98.6% | $4,296-97.2% |