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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 | $141,890 | $52,380+170.9% | $98,864+43.5% | $85,851+65.3% |
| Participation rate | 10.2% | 58.0%-47.8pp | 65.7%-55.5pp | 69.3%-59.1pp |
| Annual return | 19.91% | 25.82%-5.9pp | 50.03%-30.1pp | 318.63%-298.7pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $468 | $2,101-77.7% | $3,037-84.6% | $3,952-88.2% |
| Admin fee / account holder | $24 | $3,865-99.4% | $4,080-99.4% | $6,261-99.6% |