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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 | $65,858 | $55,713+18.2% | $75,894-13.2% | $72,983-9.8% |
| Participation rate | 8.1% | 61.1%-53.0pp | 69.3%-61.2pp | 69.5%-61.4pp |
| Annual return | 25.99% | 27.60%-1.6pp | 30.76%-4.8pp | 81.01%-55.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $453 | $2,634-82.8% | $3,603-87.4% | $3,608-87.4% |
| Admin fee / account holder | $0 | $3,980-100.0% | $5,420-100.0% | $5,124-100.0% |