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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 | $80,765 | $87,059-7.2% | $105,608-23.5% | $80,925-0.2% |
| Participation rate | 21.9% | 70.4%-48.6pp | 75.3%-53.4pp | 67.7%-45.8pp |
| Annual return | 26.35% | 17.05%+9.3pp | 116.50%-90.2pp | 35.65%-9.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $428 | $3,986-89.3% | $5,010-91.5% | $4,299-90.0% |
| Admin fee / account holder | $15 | $8,443-99.8% | $11,028-99.9% | $6,940-99.8% |