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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 | $177,702 | $102,422+73.5% | $147,117+20.8% | $80,959+119.5% |
| Participation rate | 12.5% | 75.9%-63.4pp | 82.2%-69.7pp | 67.7%-55.2pp |
| Annual return | 12.48% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $384 | $3,717-89.7% | $4,932-92.2% | $2,757-86.1% |
| Participant deferral / active EE | $2,547 | $6,652-61.7% | $8,065-68.4% | $4,300-40.8% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |