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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 | $138,386-31.6% | $184,260-48.6% | $80,935+16.9% |
| Participation rate | 25.8% | 83.9%-58.1pp | 86.8%-61.0pp | 67.7%-41.9pp |
| Annual return | 13.30% | 20.02%-6.7pp | 28.84%-15.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,788 | $7,076-74.7% | $9,133-80.4% | $4,299-58.4% |
| Admin fee / account holder | $2 | $10,489-100.0% | $13,898-100.0% | $6,924-100.0% |