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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 | $89,857 | $111,830-19.6% | $93,696-4.1% | $145,884-38.4% |
| Participation rate | 27.8% | 74.2%-46.4pp | 68.7%-40.9pp | 80.3%-52.5pp |
| Annual return | 22.30% | 204.08%-181.8pp | 133.74%-111.4pp | 551.85%-529.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $951 | $4,920-80.7% | $4,417-78.5% | $6,690-85.8% |
| Admin fee / account holder | $163 | $10,249-98.4% | $8,287-98.0% | $13,392-98.8% |