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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 | $109,620-11.2% | $148,496-34.4% | $94,015+3.6% |
| Participation rate | 22.2% | 71.3%-49.0pp | 76.0%-53.8pp | 70.8%-48.6pp |
| Annual return | 18.45% | 17.54%+0.9pp | 12.33%+6.1pp | 17.84%+0.6pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $507 | $3,831-86.8% | $4,808-89.5% | $4,249-88.1% |
| Admin fee / account holder | $15 | $10,050-99.9% | $19,547-99.9% | $8,951-99.8% |