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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 | $45,568 | $84,953-46.4% | $163,379-72.1% | $82,637-44.9% |
| Participation rate | 13.2% | 65.9%-52.7pp | 76.8%-63.6pp | 68.1%-54.8pp |
| Annual return | 20.31% | 23.07%-2.8pp | 63.41%-43.1pp | 53.51%-33.2pp |
| Employer contribution / active EE | $267 | $2,183-87.8% | $3,752-92.9% | $2,552-89.5% |
| Participant deferral / active EE | $909 | $4,326-79.0% | $6,282-85.5% | $4,126-78.0% |
| Admin fee / account holder | $0 | $7,921-100.0% | $9,818-100.0% | $7,339-100.0% |