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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 | $69,273+129.7% | $90,796+75.2% | $82,637+92.5% |
| Participation rate | 1.4% | 64.0%-62.7pp | 69.5%-68.1pp | 68.1%-66.7pp |
| Annual return | 13.29% | 18.37%-5.1pp | 19.29%-6.0pp | 53.51%-40.2pp |
| Employer contribution / active EE | $12 | $1,865-99.3% | $2,294-99.5% | $2,552-99.5% |
| Participant deferral / active EE | $107 | $3,047-96.5% | $3,822-97.2% | $4,126-97.4% |
| Admin fee / account holder | $0 | $5,511-100.0% | $7,024-100.0% | $7,339-100.0% |