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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 | $140,633 | $227,399-38.2% | $189,758-25.9% | $198,609-29.2% |
| Participation rate | 37.5% | 84.0%-46.5pp | 79.8%-42.3pp | 82.4%-44.9pp |
| Annual return | 6.98% | 61.03%-54.0pp | 52.62%-45.6pp | 202.70%-195.7pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |