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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 | $226,198 | $36,948+512.2% | $73,658+207.1% | $87,485+158.6% |
| Participation rate | 3.1% | 46.8%-43.7pp | 57.0%-53.9pp | 68.9%-65.8pp |
| Annual return | 14.21% | 28.64%-14.4pp | 29.72%-15.5pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $53 | $1,379-96.2% | $2,062-97.4% | $4,274-98.8% |
| Admin fee / account holder | $235 | $2,531-90.7% | $3,357-93.0% | $7,775-97.0% |