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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 | $147,994 | $48,337+206.2% | $67,560+119.1% | $80,959+82.8% |
| Participation rate | 8.2% | 66.4%-58.3pp | 72.9%-64.8pp | 67.7%-59.5pp |
| Annual return | 23.50% | 18.26%+5.2pp | 3533.50%-3510.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $579 | $2,928-80.2% | $4,004-85.5% | $4,300-86.5% |
| Admin fee / account holder | $30 | $3,695-99.2% | $3,994-99.2% | $6,925-99.6% |