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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 | $106,716 | $46,596+129.0% | $64,099+66.5% | $75,181+41.9% |
| Participation rate | 5.9% | 65.9%-60.1pp | 72.3%-66.4pp | 67.2%-61.3pp |
| Annual return | 12.08% | 26.04%-14.0pp | 33.70%-21.6pp | 160.69%-148.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $110 | $2,837-96.1% | $3,881-97.2% | $4,126-97.3% |
| Admin fee / account holder | $20 | $2,954-99.3% | $3,070-99.3% | $5,650-99.6% |