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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 | $145,035 | $25,014+479.8% | $69,701+108.1% | $80,874+79.3% |
| Participation rate | 10.0% | 64.2%-54.2pp | 66.4%-56.4pp | 67.6%-57.6pp |
| Annual return | 21.91% | 19.07%+2.8pp | 100.32%-78.4pp | 35.62%-13.7pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $737 | $1,839-59.9% | $2,887-74.5% | $4,297-82.8% |
| Admin fee / account holder | $24 | $2,488-99.0% | $4,717-99.5% | $6,935-99.7% |