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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 | $119,880 | $103,393+15.9% | $87,103+37.6% | $152,909-21.6% |
| Participation rate | 31.6% | 79.4%-47.8pp | 76.9%-45.3pp | 82.5%-50.9pp |
| Annual return | 23.80% | 28.10%-4.3pp | 28.19%-4.4pp | 345.46%-321.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,298 | $4,778-72.8% | $4,049-68.0% | $5,851-77.8% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |