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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 | $88,380 | $127,387-30.6% | $115,038-23.2% | $125,389-29.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 5.90% | 31.28%-25.4pp | 26.14%-20.2pp | 282.24%-276.3pp |
| Employer contribution / active EE | $87 | $5,166-98.3% | $4,608-98.1% | $4,866-98.2% |
| Participant deferral / active EE | $1,770 | $6,423-72.4% | $6,026-70.6% | $5,352-66.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |