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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 | $54,330 | $65,367-16.9% | $92,915-41.5% | $72,976-25.6% |
| Participation rate | 17.3% | 68.3%-51.0pp | 76.0%-58.7pp | 69.5%-52.2pp |
| Annual return | 22.18% | 42.11%-19.9pp | 109.45%-87.3pp | 81.02%-58.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $990 | $3,128-68.4% | $4,238-76.6% | $3,608-72.6% |
| Admin fee / account holder | $242 | $4,251-94.3% | $5,796-95.8% | $5,124-95.3% |