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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 | $57,229 | $99,345-42.4% | $84,753-32.5% | $273,972-79.1% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 6.29% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,014 | $4,270-76.2% | $3,712-72.7% | $5,287-80.8% |
| Admin fee / account holder | $200 | $6,645-97.0% | $5,333-96.3% | $10,133-98.0% |