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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 | $58,091 | $95,453-39.1% | $112,040-48.2% | $82,448-29.5% |
| Participation rate | 22.2% | 72.8%-50.5pp | 76.5%-54.3pp | 68.1%-45.8pp |
| Annual return | 17.29% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,171 | $4,224-72.3% | $5,098-77.0% | $4,139-71.7% |
| Admin fee / account holder | $11 | $9,013-99.9% | $12,098-99.9% | $7,234-99.8% |