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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 | $54,737 | $107,809-49.2% | $97,032-43.6% | $155,188-64.7% |
| Participation rate | 25.0% | 75.5%-50.5pp | 71.6%-46.6pp | 80.8%-55.8pp |
| Annual return | 11.73% | 38.06%-26.3pp | 35.38%-23.6pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $918 | $5,129-82.1% | $4,672-80.3% | $6,531-85.9% |
| Admin fee / account holder | $40 | $10,717-99.6% | $9,418-99.6% | $14,480-99.7% |