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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 | $200,915 | $95,453+110.5% | $112,040+79.3% | $82,448+143.7% |
| Participation rate | 24.4% | 72.8%-48.4pp | 76.5%-52.1pp | 68.1%-43.7pp |
| Annual return | 16.05% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $595 | $2,318-74.3% | $2,954-79.9% | $2,551-76.7% |
| Participant deferral / active EE | $1,872 | $4,224-55.7% | $5,098-63.3% | $4,139-54.8% |
| Admin fee / account holder | $21 | $9,013-99.8% | $12,098-99.8% | $7,234-99.7% |