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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 | $111,579 | $124,330-10.3% | $109,173+2.2% | $167,536-33.4% |
| Participation rate | 57.1% | 79.5%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 12.95% | 26.04%-13.1pp | 25.75%-12.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |