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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 | $159,105 | $67,894+134.3% | $89,340+78.1% | $82,448+93.0% |
| Participation rate | 1.4% | 64.0%-62.7pp | 69.6%-68.2pp | 68.1%-66.7pp |
| Annual return | 13.29% | 19.21%-5.9pp | 20.57%-7.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $12 | $1,828-99.3% | $2,231-99.4% | $2,551-99.5% |
| Participant deferral / active EE | $107 | $3,072-96.5% | $3,823-97.2% | $4,139-97.4% |
| Admin fee / account holder | $0 | $5,723-100.0% | $6,704-100.0% | $7,234-100.0% |