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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 | $70,110 | $65,367+7.3% | $92,915-24.5% | $72,976-3.9% |
| Participation rate | 23.1% | 68.3%-45.2pp | 76.0%-52.9pp | 69.5%-46.4pp |
| Annual return | 31.48% | 42.11%-10.6pp | 109.45%-78.0pp | 81.02%-49.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $104 | $3,128-96.7% | $4,238-97.6% | $3,608-97.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |