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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 | $197,658 | $65,685+200.9% | $57,181+245.7% | $273,968-27.9% |
| Participation rate | 12.5% | 78.3%-65.8pp | 75.3%-62.8pp | 83.0%-70.5pp |
| Annual return | 9.14% | 21.99%-12.9pp | 14.59%-5.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |