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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 | $59,481 | $58,493+1.7% | $84,021-29.2% | $72,975-18.5% |
| Participation rate | 6.0% | 61.2%-55.2pp | 69.0%-63.0pp | 69.5%-63.5pp |
| Annual return | 24.61% | 28.93%-4.3pp | 71.32%-46.7pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $282 | $2,394-88.2% | $3,239-91.3% | $3,608-92.2% |
| Admin fee / account holder | $278 | $4,569-93.9% | $6,102-95.4% | $5,124-94.6% |