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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 | $62,040 | $53,774+15.4% | $134,162-53.8% | $79,852-22.3% |
| Participation rate | 21.2% | 58.8%-37.6pp | 72.2%-51.0pp | 69.6%-48.4pp |
| Annual return | 22.93% | 19.01%+3.9pp | 36.35%-13.4pp | 31.72%-8.8pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $435 | $2,420-82.0% | $3,500-87.6% | $3,740-88.4% |
| Admin fee / account holder | $47 | $3,985-98.8% | $6,685-99.3% | $5,306-99.1% |