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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 | $52,793 | $75,963-30.5% | $97,995-46.1% | $70,126-24.7% |
| Participation rate | 11.8% | 77.0%-65.2pp | 82.4%-70.6pp | 69.5%-57.8pp |
| Annual return | 17.72% | 19.26%-1.5pp | 23.94%-6.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $171 | $3,278-94.8% | $4,158-95.9% | $2,343-92.7% |
| Participant deferral / active EE | $303 | $4,053-92.5% | $5,097-94.1% | $3,332-90.9% |
| Admin fee / account holder | $0 | $5,407-100.0% | $5,943-100.0% | $4,645-100.0% |