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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 | $227,635 | $73,848+208.2% | $143,799+58.3% | $68,486+232.4% |
| Participation rate | 7.4% | 66.7%-59.3pp | 80.3%-72.9pp | 67.9%-60.5pp |
| Annual return | 38.10% | 0.91%+37.2pp | -0.04%+38.1pp | -7.85%+46.0pp |
| Employer contribution / active EE | $4 | $3,184-99.9% | $4,952-99.9% | $2,597-99.9% |
| Participant deferral / active EE | $9 | $3,385-99.7% | $5,638-99.8% | $4,028-99.8% |
| Admin fee / account holder | $3 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |