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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 | $97,550+44.1% | $120,344+16.8% | $87,485+60.7% |
| Participation rate | 30.0% | 72.8%-42.8pp | 76.7%-46.7pp | 68.9%-38.9pp |
| Annual return | 15.55% | 18.41%-2.9pp | 20.30%-4.8pp | 26.06%-10.5pp |
| Employer contribution / active EE | $222 | $2,291-90.3% | $3,020-92.7% | $2,596-91.5% |
| Participant deferral / active EE | $1,935 | $4,230-54.3% | $5,135-62.3% | $4,274-54.7% |
| Admin fee / account holder | $0 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |