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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 | $63,821 | $56,134+13.7% | $96,171-33.6% | $85,847-25.7% |
| Participation rate | 3.2% | 56.7%-53.5pp | 68.4%-65.2pp | 69.3%-66.1pp |
| Annual return | 20.33% | 42.30%-22.0pp | 192.04%-171.7pp | 318.61%-298.3pp |
| Employer contribution / active EE | $167 | $1,620-89.7% | $2,799-94.0% | $2,565-93.5% |
| Participant deferral / active EE | $559 | $2,858-80.4% | $4,350-87.1% | $3,952-85.8% |
| Admin fee / account holder | $241 | $3,769-93.6% | $5,538-95.7% | $6,261-96.2% |