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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 | $79,610 | $93,598-14.9% | $135,974-41.5% | $75,173+5.9% |
| Participation rate | 28.6% | 75.2%-46.6pp | 81.9%-53.3pp | 67.2%-38.6pp |
| Annual return | 23.47% | 30.89%-7.4pp | 68.30%-44.8pp | 160.72%-137.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,357 | $6,405-63.2% | $7,760-69.6% | $4,126-42.9% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |