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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 | $106,864+105.1% | $147,318+48.8% | $82,637+165.3% |
| Participation rate | 8.6% | 75.5%-66.9pp | 82.1%-73.5pp | 68.1%-59.5pp |
| Annual return | 20.24% | 27.49%-7.2pp | 70.43%-50.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $607 | $6,496-90.7% | $7,906-92.3% | $4,126-85.3% |
| Admin fee / account holder | $233 | $8,415-97.2% | $13,708-98.3% | $7,339-96.8% |