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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 | $52,861 | $127,387-58.5% | $115,038-54.0% | $125,389-57.8% |
| Participation rate | 30.8% | 84.2%-53.4pp | 81.4%-50.6pp | 83.2%-52.4pp |
| Annual return | 0.44% | 31.28%-30.8pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,084 | $6,423-83.1% | $6,026-82.0% | $5,352-79.7% |
| Admin fee / account holder | $108 | $9,516-98.9% | $8,175-98.7% | $9,541-98.9% |