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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 | $89,651 | $103,392-13.3% | $87,104+2.9% | $152,897-41.4% |
| Participation rate | 35.7% | 79.4%-43.6pp | 76.9%-41.2pp | 82.5%-46.7pp |
| Annual return | 30.78% | 28.10%+2.7pp | 28.19%+2.6pp | 345.43%-314.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,356 | $4,778-71.6% | $4,048-66.5% | $5,851-76.8% |
| Admin fee / account holder | $198 | $12,194-98.4% | $7,491-97.4% | $11,599-98.3% |