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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 | $39,131 | $77,638-49.6% | $156,551-75.0% | $62,881-37.8% |
| Participation rate | 28.1% | 71.2%-43.1pp | 84.0%-55.9pp | 69.3%-41.2pp |
| Annual return | 5.49% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $346 | $3,444-90.0% | $5,501-93.7% | $2,281-84.8% |
| Participant deferral / active EE | $698 | $3,046-77.1% | $4,871-85.7% | $3,203-78.2% |
| Admin fee / account holder | $249 | $5,561-95.5% | $13,028-98.1% | $4,296-94.2% |