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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 | $91,132 | $89,367+2.0% | $141,191-35.5% | $72,975+24.9% |
| Participation rate | 27.6% | 75.1%-47.5pp | 82.5%-54.9pp | 69.5%-41.9pp |
| Annual return | 27.20% | 111.87%-84.7pp | 71.41%-44.2pp | 81.01%-53.8pp |
| Employer contribution / active EE | $147 | $3,115-95.3% | $4,736-96.9% | $2,440-94.0% |
| Participant deferral / active EE | $613 | $5,419-88.7% | $6,710-90.9% | $3,608-83.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |