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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 | $81,998 | $174,379-53.0% | $152,093-46.1% | $138,895-41.0% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 14.11% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $881 | $4,652-81.1% | $4,175-78.9% | $4,194-79.0% |
| Participant deferral / active EE | $1,072 | $6,159-82.6% | $5,451-80.3% | $6,396-83.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |