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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 | $113,105 | $73,988+52.9% | $96,538+17.2% | $75,177+50.5% |
| Participation rate | 15.0% | 66.4%-51.4pp | 74.3%-59.3pp | 67.2%-52.2pp |
| Annual return | 26.33% | 26.73%-0.4pp | 35.74%-9.4pp | 160.75%-134.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $166 | $3,660-95.5% | $4,880-96.6% | $4,126-96.0% |
| Admin fee / account holder | $3 | $5,220-99.9% | $6,737-100.0% | $5,651-100.0% |