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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 | $54,536 | $181,896-70.0% | $156,551-65.2% | $273,972-80.1% |
| Participation rate | 38.9% | 88.4%-49.5pp | 84.0%-45.1pp | 83.0%-44.1pp |
| Annual return | 3.77% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $502 | $6,248-92.0% | $5,501-90.9% | $4,869-89.7% |
| Participant deferral / active EE | $175 | $5,550-96.8% | $4,871-96.4% | $5,287-96.7% |
| Admin fee / account holder | $79 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |