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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 | $55,695 | $78,423-29.0% | $95,964-42.0% | $79,856-30.3% |
| Participation rate | 45.2% | 73.5%-28.3pp | 77.1%-31.9pp | 69.6%-24.5pp |
| Annual return | 25.30% | 19.37%+5.9pp | 91.64%-66.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $721 | $3,440-79.0% | $4,167-82.7% | $3,741-80.7% |
| Admin fee / account holder | $227 | $5,622-96.0% | $6,797-96.7% | $5,306-95.7% |