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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 | $63,061 | $181,896-65.3% | $156,551-59.7% | $273,972-77.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 8.58% | 30.74%-22.2pp | 32.23%-23.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $371 | $6,248-94.1% | $5,501-93.3% | $4,869-92.4% |
| Participant deferral / active EE | $371 | $5,550-93.3% | $4,871-92.4% | $5,287-93.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |