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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 | $184,441 | $46,877+293.5% | $122,354+50.7% | $70,126+163.0% |
| Participation rate | 5.6% | 58.2%-52.6pp | 71.6%-66.0pp | 69.5%-63.9pp |
| Annual return | 14.09% | 24.22%-10.1pp | 30.28%-16.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $204 | $1,288-84.2% | $4,051-95.0% | $2,343-91.3% |
| Participant deferral / active EE | $441 | $2,167-79.7% | $3,287-86.6% | $3,332-86.8% |
| Admin fee / account holder | $10 | $3,324-99.7% | $5,479-99.8% | $4,645-99.8% |