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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 | $83,973 | $76,367+10.0% | $93,614-10.3% | $72,983+15.1% |
| Participation rate | 15.2% | 71.7%-56.6pp | 75.8%-60.7pp | 69.5%-54.3pp |
| Annual return | 23.14% | 25.82%-2.7pp | 32.76%-9.6pp | 81.01%-57.9pp |
| Employer contribution / active EE | $245 | $2,275-89.2% | $2,718-91.0% | $2,440-90.0% |
| Participant deferral / active EE | $545 | $3,538-84.6% | $4,069-86.6% | $3,608-84.9% |
| Admin fee / account holder | $2 | $6,838-100.0% | $7,889-100.0% | $5,124-100.0% |