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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 | $58,025 | $81,476-28.8% | $102,383-43.3% | $80,925-28.3% |
| Participation rate | 13.6% | 66.8%-53.3pp | 74.5%-61.0pp | 67.7%-54.1pp |
| Annual return | 10.87% | 25.59%-14.7pp | 24.94%-14.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $317 | $3,105-89.8% | $3,870-91.8% | $2,756-88.5% |
| Participant deferral / active EE | $1,177 | $3,871-69.6% | $5,060-76.7% | $4,299-72.6% |
| Admin fee / account holder | $40 | $6,717-99.4% | $8,391-99.5% | $6,940-99.4% |