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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 | $80,520 | $57,541+39.9% | $95,759-15.9% | $75,177+7.1% |
| Participation rate | 3.6% | 62.5%-58.9pp | 72.3%-68.7pp | 67.2%-63.6pp |
| Annual return | 16.25% | 34.93%-18.7pp | 28.42%-12.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $19 | $3,074-99.4% | $4,244-99.6% | $4,126-99.5% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |