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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 | $51,890 | $76,834-32.5% | $108,359-52.1% | $87,485-40.7% |
| Participation rate | 5.6% | 61.7%-56.2pp | 70.1%-64.6pp | 68.9%-63.4pp |
| Annual return | 22.62% | 19.09%+3.5pp | 36.89%-14.3pp | 26.06%-3.4pp |
| Employer contribution / active EE | $254 | $1,556-83.7% | $2,399-89.4% | $2,596-90.2% |
| Participant deferral / active EE | $487 | $3,100-84.3% | $4,137-88.2% | $4,274-88.6% |
| Admin fee / account holder | $0 | $6,537-100.0% | $9,741-100.0% | $7,775-100.0% |