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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 | $111,698 | $99,994+11.7% | $146,643-23.8% | $85,847+30.1% |
| Participation rate | 18.6% | 73.1%-54.5pp | 80.1%-61.5pp | 69.3%-50.7pp |
| Annual return | 12.49% | 18.93%-6.4pp | 22.75%-10.3pp | 318.61%-306.1pp |
| Employer contribution / active EE | $377 | $2,559-85.2% | $4,137-90.9% | $2,565-85.3% |
| Participant deferral / active EE | $1,805 | $4,006-54.9% | $5,506-67.2% | $3,952-54.3% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,280-100.0% | $6,261-100.0% |