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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 | $132,007 | $196,972-33.0% | $182,262-27.6% | $198,609-33.5% |
| Participation rate | 20.0% | 85.7%-65.7pp | 84.2%-64.2pp | 82.4%-62.4pp |
| Annual return | 111.04% | 158.27%-47.2pp | 140.60%-29.6pp | 202.70%-91.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |