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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 | $53,126 | $52,306+1.6% | $69,779-23.9% | $62,881-15.5% |
| Participation rate | 12.2% | 67.2%-55.0pp | 71.8%-59.6pp | 69.3%-57.1pp |
| Annual return | 5.83% | 13.35%-7.5pp | 12.99%-7.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $203 | $2,395-91.5% | $2,931-93.1% | $3,203-93.7% |
| Admin fee / account holder | $90 | $3,691-97.6% | $4,381-97.9% | $4,296-97.9% |