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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 | $85,621 | $156,398-45.3% | $147,318-41.9% | $138,895-38.4% |
| Participation rate | 11.1% | 83.8%-72.6pp | 82.1%-71.0pp | 79.9%-68.8pp |
| Annual return | 14.58% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |