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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 | $106,551 | $64,359+65.6% | $90,161+18.2% | $70,126+51.9% |
| Participation rate | 43.1% | 70.4%-27.3pp | 76.9%-33.7pp | 69.5%-26.4pp |
| Annual return | 19.55% | 28.13%-8.6pp | 34.89%-15.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $218 | $2,046-89.4% | $3,318-93.4% | $2,343-90.7% |
| Participant deferral / active EE | $1,770 | $4,389-59.7% | $5,287-66.5% | $3,332-46.9% |
| Admin fee / account holder | $13 | $3,945-99.7% | $5,943-99.8% | $4,645-99.7% |