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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 | $23,803 | $127,387-81.3% | $115,038-79.3% | $125,389-81.0% |
| Participation rate | 18.2% | 84.2%-66.0pp | 81.4%-63.2pp | 83.2%-65.0pp |
| Annual return | 0.83% | 31.28%-30.4pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $20 | $5,166-99.6% | $4,608-99.6% | $4,866-99.6% |
| Participant deferral / active EE | $1,127 | $6,423-82.4% | $6,026-81.3% | $5,352-78.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |