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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 | $78,269 | $65,364+19.7% | $92,909-15.8% | $72,975+7.3% |
| Participation rate | 32.1% | 68.3%-36.2pp | 76.0%-43.9pp | 69.5%-37.3pp |
| Annual return | 19.85% | 42.11%-22.3pp | 109.44%-89.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,264 | $3,128-59.6% | $4,238-70.2% | $3,608-65.0% |
| Admin fee / account holder | $88 | $4,251-97.9% | $5,795-98.5% | $5,124-98.3% |