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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 | $85,678 | $315,200-72.8% | $238,191-64.0% | $155,188-44.8% |
| Participation rate | 25.0% | 82.6%-57.6pp | 77.1%-52.1pp | 80.8%-55.8pp |
| Annual return | 18.11% | 10.25%+7.9pp | 13.02%+5.1pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $571 | $8,044-92.9% | $6,726-91.5% | $6,531-91.3% |
| Admin fee / account holder | $60 | $48,031-99.9% | $34,582-99.8% | $14,480-99.6% |