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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 | $37,959 | $228,395-83.4% | $185,861-79.6% | $158,982-76.1% |
| Participation rate | 21.4% | 82.3%-60.9pp | 78.0%-56.6pp | 82.0%-60.5pp |
| Annual return | 32.43% | 40.82%-8.4pp | 35.96%-3.5pp | 302.99%-270.6pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $708 | $6,417-89.0% | $5,634-87.4% | $5,983-88.2% |
| Admin fee / account holder | $12 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |