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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 | $81,752 | $77,920+4.9% | $149,723-45.4% | $75,177+8.7% |
| Participation rate | 11.1% | 65.6%-54.5pp | 78.8%-67.7pp | 67.2%-56.1pp |
| Annual return | 17.15% | 31.72%-14.6pp | 134.50%-117.3pp | 160.75%-143.6pp |
| Employer contribution / active EE | $269 | $3,138-91.4% | $4,821-94.4% | $2,671-89.9% |
| Participant deferral / active EE | $505 | $3,411-85.2% | $5,682-91.1% | $4,126-87.8% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |