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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 | $118,562 | $110,212+7.6% | $96,534+22.8% | $139,466-15.0% |
| Participation rate | 54.5% | 78.1%-23.6pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 15.15% | 26.42%-11.3pp | 25.88%-10.7pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,379 | $5,547-75.1% | $4,851-71.6% | $6,712-79.5% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |