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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 | $82,600 | $56,544+46.1% | $75,501+9.4% | $70,124+17.8% |
| Participation rate | 4.2% | 68.1%-64.0pp | 72.4%-68.2pp | 69.5%-65.4pp |
| Annual return | 19.99% | 23.59%-3.6pp | 27.35%-7.4pp | 73.14%-53.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $219 | $2,580-91.5% | $3,142-93.0% | $3,332-93.4% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |