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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 | $140,967 | $817,678-82.8% | $392,568-64.1% | $152,909-7.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.1%-28.1pp | 82.5%-32.5pp |
| Annual return | 27.28% | 22.84%+4.4pp | 24.42%+2.9pp | 345.46%-318.2pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,200 | $8,398-85.7% | $5,985-80.0% | $5,851-79.5% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,601-100.0% |