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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 | $58,651 | $76,107-22.9% | $96,576-39.3% | $71,495-18.0% |
| Participation rate | 38.6% | 74.4%-35.8pp | 76.0%-37.3pp | 67.9%-29.3pp |
| Annual return | 0.00% | 22.81%-22.8pp | 25.87%-25.9pp | 28.85%-28.9pp |
| Employer contribution / active EE | $382 | $2,247-83.0% | $2,965-87.1% | $2,589-85.3% |
| Participant deferral / active EE | $637 | $4,218-84.9% | $4,851-86.9% | $4,291-85.2% |
| Admin fee / account holder | $281 | $2,708-89.6% | $8,253-96.6% | $1,588-82.3% |