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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 | $140,556 | $95,453+47.3% | $112,040+25.5% | $82,448+70.5% |
| Participation rate | 30.0% | 72.8%-42.8pp | 76.5%-46.5pp | 68.1%-38.1pp |
| Annual return | 15.55% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $222 | $2,318-90.4% | $2,954-92.5% | $2,551-91.3% |
| Participant deferral / active EE | $1,935 | $4,224-54.2% | $5,098-62.0% | $4,139-53.3% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |