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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 | $115,551 | $77,816+48.5% | $123,552-6.5% | $64,173+80.1% |
| Participation rate | 7.0% | 74.7%-67.7pp | 82.3%-75.3pp | 69.6%-62.5pp |
| Annual return | 0.95% | 12.49%-11.5pp | 119.20%-118.3pp | 7.63%-6.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $660 | $5,240-87.4% | $6,426-89.7% | $3,470-81.0% |
| Admin fee / account holder | $15 | $5,519-99.7% | $9,285-99.8% | $4,887-99.7% |