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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 | $54,643 | $53,774+1.6% | $134,162-59.3% | $79,856-31.6% |
| Participation rate | 17.6% | 58.8%-41.1pp | 72.2%-54.5pp | 69.6%-52.0pp |
| Annual return | 20.01% | 19.01%+1.0pp | 36.35%-16.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $851 | $2,420-64.8% | $3,500-75.7% | $3,741-77.2% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |