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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 | $94,643 | $138,366-31.6% | $184,185-48.6% | $80,911+17.0% |
| Participation rate | 25.8% | 83.9%-58.1pp | 86.8%-61.0pp | 67.6%-41.8pp |
| Annual return | 13.30% | 20.02%-6.7pp | 28.81%-15.5pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,788 | $7,074-74.7% | $9,132-80.4% | $4,297-58.4% |
| Admin fee / account holder | $2 | $10,484-100.0% | $13,909-100.0% | $6,935-100.0% |