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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 | $62,567 | $79,955-21.7% | $98,461-36.5% | $75,173-16.8% |
| Participation rate | 22.6% | 70.4%-47.8pp | 75.2%-52.6pp | 67.2%-44.6pp |
| Annual return | 25.70% | 19.75%+5.9pp | 21.17%+4.5pp | 160.72%-135.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $419 | $3,752-88.8% | $4,738-91.2% | $4,126-89.9% |
| Admin fee / account holder | $15 | $6,841-99.8% | $8,961-99.8% | $5,651-99.7% |