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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 | $99,875+119.5% | $146,866+49.3% | $86,983+152.0% |
| Participation rate | 8.6% | 75.8%-67.2pp | 82.5%-73.9pp | 69.5%-61.0pp |
| Annual return | 20.24% | 28.10%-7.9pp | 102.85%-82.6pp | 25.83%-5.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $607 | $6,322-90.4% | $7,759-92.2% | $4,194-85.5% |
| Admin fee / account holder | $233 | $7,838-97.0% | $13,620-98.3% | $7,856-97.0% |