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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 | $45,860 | $157,296-70.8% | $141,191-67.5% | $152,897-70.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.00% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $897 | $5,262-83.0% | $4,736-81.1% | $4,764-81.2% |
| Participant deferral / active EE | $1,074 | $7,111-84.9% | $6,710-84.0% | $5,851-81.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |