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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 | $84,168 | $228,317-63.1% | $185,808-54.7% | $158,931-47.0% |
| Participation rate | 20.0% | 82.3%-62.3pp | 78.0%-58.0pp | 82.0%-62.0pp |
| Annual return | 12.60% | 40.81%-28.2pp | 35.95%-23.4pp | 302.86%-290.3pp |
| Employer contribution / active EE | $0 | $4,964-100.0% | $4,086-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $216 | $6,415-96.6% | $5,632-96.2% | $5,982-96.4% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |