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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 | $109,409 | $53,412+104.8% | $68,509+59.7% | $52,331+109.1% |
| Participation rate | 3.7% | 71.7%-68.0pp | 74.7%-71.1pp | 68.1%-64.4pp |
| Annual return | -0.17% | 3.42%-3.6pp | 8.27%-8.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $60 | $1,607-96.3% | $2,278-97.4% | $1,882-96.8% |
| Participant deferral / active EE | $60 | $2,688-97.8% | $3,382-98.2% | $3,022-98.0% |
| Admin fee / account holder | $57 | $461-87.7% | $5,275-98.9% | $592-90.4% |