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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 | $126,417 | $111,301+13.6% | $112,977+11.9% | $158,966-20.5% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.6%-22.6pp | 82.0%-22.0pp |
| Annual return | 17.40% | 26.40%-9.0pp | 24.24%-6.8pp | 302.95%-285.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $158 | $5,880-97.3% | $5,836-97.3% | $5,983-97.4% |
| Admin fee / account holder | $15 | $8,392-99.8% | $6,294-99.8% | $11,250-99.9% |