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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 | $92,581 | $61,390+50.8% | $112,228-17.5% | $75,177+23.2% |
| Participation rate | 13.3% | 61.6%-48.3pp | 72.4%-59.1pp | 67.2%-53.9pp |
| Annual return | 18.44% | 28.47%-10.0pp | 30.23%-11.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $49 | $2,015-97.6% | $3,432-98.6% | $2,671-98.2% |
| Participant deferral / active EE | $135 | $3,108-95.7% | $4,800-97.2% | $4,126-96.7% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,752-100.0% | $5,651-100.0% |