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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 | $115,094 | $123,793-7.0% | $177,827-35.3% | $79,858+44.1% |
| Participation rate | 13.2% | 84.7%-71.4pp | 87.7%-74.5pp | 69.6%-56.4pp |
| Annual return | 15.24% | 22.82%-7.6pp | 48.32%-33.1pp | 31.72%-16.5pp |
| Employer contribution / active EE | $629 | $4,095-84.6% | $5,918-89.4% | $2,471-74.6% |
| Participant deferral / active EE | $1,429 | $5,956-76.0% | $7,713-81.5% | $3,740-61.8% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,429-100.0% | $5,306-100.0% |