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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 | $80,544 | $81,476-1.1% | $102,383-21.3% | $80,925-0.5% |
| Participation rate | 31.7% | 66.8%-35.2pp | 74.5%-42.8pp | 67.7%-36.0pp |
| Annual return | 13.48% | 25.59%-12.1pp | 24.94%-11.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $565 | $3,105-81.8% | $3,870-85.4% | $2,756-79.5% |
| Participant deferral / active EE | $996 | $3,871-74.3% | $5,060-80.3% | $4,299-76.8% |
| Admin fee / account holder | $189 | $6,717-97.2% | $8,391-97.7% | $6,940-97.3% |