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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 | $122,068 | $87,546+39.4% | $75,784+61.1% | $125,389-2.6% |
| Participation rate | 6.3% | 80.2%-73.9pp | 75.8%-69.6pp | 83.2%-76.9pp |
| Annual return | -0.33% | 13.49%-13.8pp | 9.68%-10.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $509 | $4,230-88.0% | $3,652-86.0% | $5,352-90.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |