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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 | $68,961 | $52,580+31.2% | $71,671-3.8% | $70,126-1.7% |
| Participation rate | 5.4% | 60.9%-55.5pp | 68.7%-63.3pp | 69.5%-64.1pp |
| Annual return | 21.10% | 20.25%+0.8pp | 20.65%+0.4pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $473 | $2,386-80.2% | $3,438-86.3% | $3,332-85.8% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |