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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 | $109,741 | $77,492+41.6% | $100,398+9.3% | $80,911+35.6% |
| Participation rate | 18.2% | 76.9%-58.8pp | 81.5%-63.3pp | 67.6%-49.5pp |
| Annual return | 18.64% | 37.23%-18.6pp | 49.32%-30.7pp | 35.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $403 | $6,817-94.1% | $8,084-95.0% | $4,297-90.6% |
| Admin fee / account holder | $38 | $5,892-99.4% | $7,893-99.5% | $6,935-99.5% |