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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 | $97,648-0.3% | $121,663-20.0% | $87,485+11.3% |
| Participation rate | 22.2% | 70.5%-48.3pp | 74.5%-52.3pp | 68.9%-46.7pp |
| Annual return | 18.45% | 18.03%+0.4pp | 147.54%-129.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $507 | $3,923-87.1% | $4,887-89.6% | $4,274-88.1% |
| Admin fee / account holder | $15 | $11,100-99.9% | $14,289-99.9% | $7,775-99.8% |