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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 | $112,241 | $47,848+134.6% | $81,473+37.8% | $70,126+60.1% |
| Participation rate | 2.9% | 58.3%-55.3pp | 68.0%-65.0pp | 69.5%-66.6pp |
| Annual return | 16.36% | 27.25%-10.9pp | 38.78%-22.4pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $235 | $2,453-90.4% | $3,537-93.3% | $3,332-92.9% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |