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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 | $73,787-29.7% | $98,716-47.4% | $82,448-37.1% |
| Participation rate | 5.6% | 61.4%-55.9pp | 69.3%-63.7pp | 68.1%-62.5pp |
| Annual return | 22.62% | 18.57%+4.1pp | 31.81%-9.2pp | 41.64%-19.0pp |
| Employer contribution / active EE | $254 | $1,511-83.2% | $2,279-88.8% | $2,551-90.0% |
| Participant deferral / active EE | $487 | $3,081-84.2% | $4,048-88.0% | $4,139-88.2% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |