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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 | $104,433 | $65,364+59.8% | $92,909+12.4% | $72,975+43.1% |
| Participation rate | 10.3% | 68.3%-58.0pp | 76.0%-65.7pp | 69.5%-59.1pp |
| Annual return | 17.28% | 42.11%-24.8pp | 109.44%-92.2pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $292 | $3,128-90.7% | $4,238-93.1% | $3,608-91.9% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |