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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 | $165,000 | $181,896-9.3% | $156,551+5.4% | $273,972-39.8% |
| Participation rate | 7.1% | 88.4%-81.2pp | 84.0%-76.9pp | 83.0%-75.9pp |
| Annual return | 10.00% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |