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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 | $80,494 | $106,280-24.3% | $96,538-16.6% | $139,487-42.3% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 14.27% | 38.48%-24.2pp | 35.74%-21.5pp | 373.84%-359.6pp |
| Employer contribution / active EE | $190 | $4,107-95.4% | $3,740-94.9% | $4,755-96.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $68 | $7,888-99.1% | $6,737-99.0% | $11,407-99.4% |