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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 | $45,568 | $109,782-58.5% | $260,467-82.5% | $94,015-51.5% |
| Participation rate | 13.2% | 67.2%-54.0pp | 80.5%-67.2pp | 70.8%-57.6pp |
| Annual return | 20.31% | 18.60%+1.7pp | 100.60%-80.3pp | 17.84%+2.5pp |
| Employer contribution / active EE | $267 | $2,147-87.6% | $4,239-93.7% | $2,790-90.4% |
| Participant deferral / active EE | $909 | $4,044-77.5% | $6,319-85.6% | $4,249-78.6% |
| Admin fee / account holder | $0 | $11,958-100.0% | $15,461-100.0% | $8,951-100.0% |