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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 | $34,243 | $136,307-74.9% | $106,619-67.9% | $273,972-87.5% |
| Participation rate | 42.9% | 84.8%-41.9pp | 78.0%-35.1pp | 83.0%-40.2pp |
| Annual return | 12.99% | 11.05%+1.9pp | 9.42%+3.6pp | 41.46%-28.5pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |