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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 | $43,737 | $55,002-20.5% | $59,887-27.0% | $56,287-22.3% |
| Participation rate | 10.9% | 75.9%-65.0pp | 74.7%-63.8pp | 69.9%-58.9pp |
| Annual return | 4.32% | 1.13%+3.2pp | 3.46%+0.9pp | -9.96%+14.3pp |
| Employer contribution / active EE | $59 | $2,448-97.6% | $2,722-97.9% | $2,111-97.2% |
| Participant deferral / active EE | $245 | $3,121-92.1% | $3,402-92.8% | $3,350-92.7% |
| Admin fee / account holder | $252 | $236+6.8% | $3,591-93.0% | $521-51.7% |