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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 | $55,366 | $67,602-18.1% | $82,312-32.7% | $70,126-21.0% |
| Participation rate | 15.9% | 72.8%-56.8pp | 76.9%-61.0pp | 69.5%-53.6pp |
| Annual return | 18.10% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $764 | $2,987-74.4% | $3,706-79.4% | $3,332-77.1% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |