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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 | $114,084 | $46,599+144.8% | $64,101+78.0% | $75,173+51.8% |
| Participation rate | 7.3% | 65.9%-58.7pp | 72.3%-65.0pp | 67.2%-59.9pp |
| Annual return | 26.73% | 26.06%+0.7pp | 33.72%-7.0pp | 160.72%-134.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $416 | $2,837-85.3% | $3,881-89.3% | $4,126-89.9% |
| Admin fee / account holder | $30 | $2,956-99.0% | $3,070-99.0% | $5,651-99.5% |