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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 | $87,506 | $77,638+12.7% | $156,551-44.1% | $62,881+39.2% |
| Participation rate | 2.0% | 71.2%-69.2pp | 84.0%-82.1pp | 69.3%-67.3pp |
| Annual return | 13.02% | 50.33%-37.3pp | 32.23%-19.2pp | 20.14%-7.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $265 | $3,046-91.3% | $4,871-94.6% | $3,203-91.7% |
| Admin fee / account holder | $11 | $5,561-99.8% | $13,028-99.9% | $4,296-99.7% |