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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 | $100,243 | $124,336-19.4% | $111,303-9.9% | $167,518-40.2% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 15.95% | 37.45%-21.5pp | 54.66%-38.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $602 | $3,436-82.5% | $2,731-78.0% | $4,838-87.6% |
| Participant deferral / active EE | $1,116 | $5,181-78.5% | $4,487-75.1% | $6,342-82.4% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |