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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 | $54,293 | $52,836+2.8% | $105,738-48.7% | $64,173-15.4% |
| Participation rate | 14.8% | 66.5%-51.7pp | 76.3%-61.5pp | 69.6%-54.8pp |
| Annual return | -5.24% | 14.30%-19.5pp | 6.27%-11.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $102 | $1,827-94.4% | $3,268-96.9% | $2,381-95.7% |
| Participant deferral / active EE | $344 | $2,545-86.5% | $4,080-91.6% | $3,470-90.1% |
| Admin fee / account holder | $15 | $3,959-99.6% | $6,913-99.8% | $4,887-99.7% |