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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 | $152,257 | $110,410+37.9% | $102,437+48.6% | $145,897+4.4% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 11.45% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $244 | $5,622-95.7% | $5,060-95.2% | $6,689-96.4% |
| Admin fee / account holder | $120 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |