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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 | $121,424 | $78,682+54.3% | $109,188+11.2% | $85,851+41.4% |
| Participation rate | 10.6% | 68.3%-57.6pp | 75.9%-65.2pp | 69.3%-58.7pp |
| Annual return | 28.71% | 25.09%+3.6pp | 25.76%+3.0pp | 318.63%-289.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $86 | $3,468-97.5% | $4,654-98.2% | $3,952-97.8% |
| Admin fee / account holder | $3 | $5,470-99.9% | $6,755-100.0% | $6,261-100.0% |