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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 | $54,302 | $183,516-70.4% | $155,534-65.1% | $145,884-62.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 15.84% | 61.43%-45.6pp | 64.92%-49.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,423 | $6,467-78.0% | $5,630-74.7% | $6,690-78.7% |
| Admin fee / account holder | $30 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |