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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 | $42,819 | $67,602-36.7% | $82,312-48.0% | $70,126-38.9% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.9%-22.6pp | 69.5%-15.3pp |
| Annual return | 14.36% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,190 | $2,987-60.2% | $3,706-67.9% | $3,332-64.3% |
| Admin fee / account holder | $212 | $4,512-95.3% | $5,608-96.2% | $4,645-95.4% |