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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 | $64,026 | $127,387-49.7% | $115,038-44.3% | $125,389-48.9% |
| Participation rate | 25.0% | 84.2%-59.2pp | 81.4%-56.4pp | 83.2%-58.2pp |
| Annual return | 0.08% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $607 | $5,166-88.2% | $4,608-86.8% | $4,866-87.5% |
| Participant deferral / active EE | $934 | $6,423-85.5% | $6,026-84.5% | $5,352-82.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |