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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 | $117,010 | $275,752-57.6% | $256,809-54.4% | $198,609-41.1% |
| Participation rate | 12.5% | 89.2%-76.7pp | 88.5%-76.0pp | 82.4%-69.9pp |
| Annual return | 18.23% | 34.81%-16.6pp | 32.73%-14.5pp | 202.70%-184.5pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $900 | $10,037-91.0% | $9,520-90.6% | $6,977-87.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |