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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 | $80,150 | $78,423+2.2% | $95,964-16.5% | $79,856+0.4% |
| Participation rate | 18.0% | 73.5%-55.5pp | 77.1%-59.1pp | 69.6%-51.6pp |
| Annual return | 16.32% | 19.37%-3.1pp | 91.64%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,015 | $3,440-70.5% | $4,167-75.6% | $3,741-72.9% |
| Admin fee / account holder | $99 | $5,622-98.2% | $6,797-98.5% | $5,306-98.1% |