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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 | $75,979 | $89,364-15.0% | $141,177-46.2% | $72,983+4.1% |
| Participation rate | 40.4% | 75.1%-34.7pp | 82.5%-42.0pp | 69.5%-29.1pp |
| Annual return | 19.83% | 111.86%-92.0pp | 71.40%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,497 | $5,419-72.4% | $6,710-77.7% | $3,608-58.5% |
| Admin fee / account holder | $204 | $5,959-96.6% | $10,263-98.0% | $5,124-96.0% |