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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 | $142,175 | $81,504+74.4% | $102,437+38.8% | $80,959+75.6% |
| Participation rate | 12.5% | 66.9%-54.4pp | 74.5%-62.0pp | 67.7%-55.2pp |
| Annual return | 25.03% | 25.60%-0.6pp | 24.95%+0.1pp | 35.67%-10.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $172 | $3,871-95.6% | $5,060-96.6% | $4,300-96.0% |
| Admin fee / account holder | $3 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |