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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 | $44,278 | $157,296-71.9% | $141,191-68.6% | $152,897-71.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 21.10% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,139 | $7,111-84.0% | $6,710-83.0% | $5,851-80.5% |
| Admin fee / account holder | $70 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |