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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 | $120,947 | $167,483-27.8% | $115,752+4.5% | $147,586-18.0% |
| Participation rate | 66.7% | 81.7%-15.1pp | 77.8%-11.1pp | 82.8%-16.2pp |
| Annual return | 23.90% | 12.11%+11.8pp | 19.41%+4.5pp | 578.59%-554.7pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $908 | $7,037-87.1% | $5,204-82.5% | $5,439-83.3% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |