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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 | $90,214 | $72,269+24.8% | $101,271-10.9% | $79,852+13.0% |
| Participation rate | 9.3% | 68.5%-59.2pp | 75.8%-66.5pp | 69.6%-60.3pp |
| Annual return | 11.21% | 22.29%-11.1pp | 46.48%-35.3pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $289 | $3,282-91.2% | $4,371-93.4% | $3,740-92.3% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |