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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 | $111,785-19.6% | $93,669-4.1% | $145,877-38.4% |
| Participation rate | 27.8% | 74.2%-46.5pp | 68.7%-40.9pp | 80.3%-52.5pp |
| Annual return | 22.30% | 203.79%-181.5pp | 133.59%-111.3pp | 551.28%-529.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $951 | $4,919-80.7% | $4,416-78.5% | $6,691-85.8% |
| Admin fee / account holder | $163 | $10,256-98.4% | $8,291-98.0% | $13,402-98.8% |