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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 | $113,880 | $124,336-8.4% | $111,303+2.3% | $167,518-32.0% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 15.73% | 37.45%-21.7pp | 54.66%-38.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $416 | $3,436-87.9% | $2,731-84.8% | $4,838-91.4% |
| Participant deferral / active EE | $1,385 | $5,181-73.3% | $4,487-69.1% | $6,342-78.2% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |