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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 | $149,721 | $57,350+161.1% | $83,850+78.6% | $64,181+133.3% |
| Participation rate | 14.6% | 68.6%-54.0pp | 76.1%-61.6pp | 69.6%-55.0pp |
| Annual return | -7.28% | 11.38%-18.7pp | 850.92%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $915 | $2,993-69.4% | $4,082-77.6% | $3,470-73.6% |
| Admin fee / account holder | $156 | $4,046-96.1% | $5,478-97.2% | $4,887-96.8% |