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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 | $67,064 | $53,128+26.2% | $86,582-22.5% | $70,126-4.4% |
| Participation rate | 20.5% | 65.3%-44.8pp | 73.5%-53.0pp | 69.5%-49.0pp |
| Annual return | 13.95% | 27.66%-13.7pp | 965.08%-951.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $501 | $2,695-81.4% | $3,609-86.1% | $3,332-85.0% |
| Admin fee / account holder | $72 | $3,584-98.0% | $4,904-98.5% | $4,645-98.5% |