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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 | $97,375 | $94,031+3.6% | $115,768-15.9% | $82,448+18.1% |
| Participation rate | 22.2% | 70.4%-48.2pp | 74.4%-52.2pp | 68.1%-45.8pp |
| Annual return | 18.45% | 20.61%-2.2pp | 100.46%-82.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $507 | $3,972-87.2% | $4,917-89.7% | $4,139-87.7% |
| Admin fee / account holder | $15 | $10,249-99.9% | $12,439-99.9% | $7,234-99.8% |