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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 | $73,473 | $71,057+3.4% | $93,654-21.5% | $80,874-9.2% |
| Participation rate | 6.3% | 60.4%-54.2pp | 68.7%-62.5pp | 67.6%-61.4pp |
| Annual return | 15.84% | 11.26%+4.6pp | 133.34%-117.5pp | 35.62%-19.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $247 | $4,034-93.9% | $4,413-94.4% | $4,297-94.2% |
| Admin fee / account holder | $20 | $6,944-99.7% | $8,282-99.8% | $6,935-99.7% |