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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 | $48,118+370.1% | $136,833+65.3% | $94,015+140.6% |
| Participation rate | 3.1% | 47.4%-44.3pp | 59.0%-55.9pp | 70.8%-67.7pp |
| Annual return | 14.21% | 14.65%-0.4pp | 35.32%-21.1pp | 17.84%-3.6pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $53 | $1,651-96.8% | $2,441-97.8% | $4,249-98.8% |
| Admin fee / account holder | $235 | $3,059-92.3% | $4,706-95.0% | $8,951-97.4% |