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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 | $69,769 | $94,436-26.1% | $115,599-39.6% | $82,637-15.6% |
| Participation rate | 35.3% | 70.4%-35.1pp | 74.3%-39.0pp | 68.1%-32.8pp |
| Annual return | 17.54% | 18.37%-0.8pp | 111.10%-93.6pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,366 | $3,955-65.5% | $4,889-72.1% | $4,126-66.9% |
| Admin fee / account holder | $0 | $10,328-100.0% | $12,841-100.0% | $7,339-100.0% |