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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 | $82,219 | $59,839+37.4% | $81,991+0.3% | $79,852+3.0% |
| Participation rate | 8.1% | 61.6%-53.5pp | 69.3%-61.1pp | 69.6%-61.5pp |
| Annual return | 21.03% | 17.56%+3.5pp | 41.31%-20.3pp | 31.72%-10.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $203 | $2,695-92.5% | $3,722-94.5% | $3,740-94.6% |
| Admin fee / account holder | $5 | $4,287-99.9% | $5,665-99.9% | $5,306-99.9% |