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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 | $73,307 | $68,586+6.9% | $120,380-39.1% | $80,911-9.4% |
| Participation rate | 17.6% | 61.6%-43.9pp | 71.9%-54.3pp | 67.6%-50.0pp |
| Annual return | 13.98% | 23.62%-9.6pp | 107.28%-93.3pp | 35.63%-21.7pp |
| Employer contribution / active EE | $204 | $2,053-90.1% | $3,465-94.1% | $2,756-92.6% |
| Participant deferral / active EE | $318 | $3,174-90.0% | $4,992-93.6% | $4,297-92.6% |
| Admin fee / account holder | $0 | $5,733-100.0% | $9,421-100.0% | $6,935-100.0% |