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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 | $37,660 | $67,602-44.3% | $82,312-54.2% | $70,126-46.3% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.9%-37.6pp | 69.5%-30.3pp |
| Annual return | 20.93% | 21.57%-0.6pp | 25.88%-5.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,244 | $2,987-58.4% | $3,706-66.4% | $3,332-62.7% |
| Admin fee / account holder | $252 | $4,512-94.4% | $5,608-95.5% | $4,645-94.6% |