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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 | $133,479 | $162,812-18.0% | $133,971-0.4% | $158,966-16.0% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 16.48% | 41.94%-25.5pp | 45.09%-28.6pp | 302.95%-286.5pp |
| Employer contribution / active EE | $154 | $4,976-96.9% | $3,919-96.1% | $4,762-96.8% |
| Participant deferral / active EE | $1,306 | $5,910-77.9% | $5,047-74.1% | $5,983-78.2% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |