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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 | $141,155 | $22,593+524.8% | $65,289+116.2% | $75,173+87.8% |
| Participation rate | 7.8% | 63.1%-55.2pp | 65.0%-57.1pp | 67.2%-59.4pp |
| Annual return | 26.19% | 71.08%-44.9pp | 47.38%-21.2pp | 160.65%-134.5pp |
| Employer contribution / active EE | $0 | $940-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $518 | $1,694-69.4% | $2,831-81.7% | $4,126-87.4% |
| Admin fee / account holder | $30 | $1,876-98.4% | $4,113-99.3% | $5,651-99.5% |