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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 | $113,705 | $72,027+57.9% | $185,835-38.8% | $79,852+42.4% |
| Participation rate | 35.7% | 65.8%-30.1pp | 78.0%-42.3pp | 69.6%-33.9pp |
| Annual return | 12.07% | 23.13%-11.1pp | 35.96%-23.9pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,003 | $3,780-73.5% | $5,633-82.2% | $3,740-73.2% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |