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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 | $32,948 | $76,552-57.0% | $123,893-73.4% | $62,891-47.6% |
| Participation rate | 18.8% | 73.0%-54.1pp | 81.4%-62.6pp | 69.3%-50.5pp |
| Annual return | 12.75% | 18.68%-5.9pp | 47.52%-34.8pp | 20.14%-7.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,518 | $4,840-68.6% | $5,984-74.6% | $3,203-52.6% |
| Admin fee / account holder | $204 | $4,826-95.8% | $8,357-97.6% | $4,296-95.3% |