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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 | $72,607+119.1% | $90,259+76.3% | $87,485+81.9% |
| Participation rate | 1.4% | 64.8%-63.4pp | 70.7%-69.4pp | 68.9%-67.6pp |
| Annual return | 13.29% | 18.59%-5.3pp | 18.88%-5.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $12 | $1,919-99.4% | $2,291-99.5% | $2,596-99.5% |
| Participant deferral / active EE | $107 | $3,055-96.5% | $3,827-97.2% | $4,274-97.5% |
| Admin fee / account holder | $0 | $5,947-100.0% | $7,267-100.0% | $7,775-100.0% |