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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 | $219,217 | $106,749+105.4% | $145,433+50.7% | $82,448+165.9% |
| Participation rate | 8.6% | 75.6%-67.1pp | 82.1%-73.5pp | 68.1%-59.5pp |
| Annual return | 20.24% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $607 | $6,519-90.7% | $7,897-92.3% | $4,139-85.3% |
| Admin fee / account holder | $233 | $8,390-97.2% | $13,129-98.2% | $7,234-96.8% |