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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 | $86,916 | $275,752-68.5% | $256,809-66.2% | $198,609-56.2% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 14.49% | 34.81%-20.3pp | 32.73%-18.2pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,439 | $7,721-81.4% | $7,263-80.2% | $5,055-71.5% |
| Participant deferral / active EE | $2,663 | $10,037-73.5% | $9,520-72.0% | $6,977-61.8% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |