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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 | $150,769 | $99,345+51.8% | $84,753+77.9% | $273,972-45.0% |
| Participation rate | 15.4% | 80.7%-65.3pp | 76.6%-61.2pp | 83.0%-67.6pp |
| Annual return | 27.46% | 22.93%+4.5pp | 22.78%+4.7pp | 41.46%-14.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |