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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 | $41,390 | $57,065-27.5% | $75,670-45.3% | $70,131-41.0% |
| Participation rate | 14.6% | 68.1%-53.5pp | 72.3%-57.8pp | 69.5%-55.0pp |
| Annual return | 18.50% | 23.57%-5.1pp | 27.34%-8.8pp | 73.14%-54.6pp |
| Employer contribution / active EE | $264 | $1,817-85.5% | $2,352-88.8% | $2,342-88.7% |
| Participant deferral / active EE | $915 | $2,580-64.5% | $3,142-70.9% | $3,332-72.5% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |