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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 | $81,145 | $41,377+96.1% | $109,313-25.8% | $62,881+29.0% |
| Participation rate | 11.3% | 57.5%-46.3pp | 71.3%-60.0pp | 69.3%-58.0pp |
| Annual return | 9.99% | 11.05%-1.1pp | 22.07%-12.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $424 | $2,045-79.3% | $3,166-86.6% | $3,203-86.8% |
| Admin fee / account holder | $90 | $2,884-96.9% | $5,666-98.4% | $4,296-97.9% |