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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 | $159,021 | $88,672+79.3% | $105,223+51.1% | $82,448+92.9% |
| Participation rate | 6.5% | 67.9%-61.4pp | 75.0%-68.5pp | 68.1%-61.5pp |
| Annual return | 14.77% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $46 | $4,036-98.9% | $5,072-99.1% | $4,139-98.9% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |