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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 | $41,329 | $289,211-85.7% | $260,467-84.1% | $198,609-79.2% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 19.51% | 112.90%-93.4pp | 100.60%-81.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $633 | $6,812-90.7% | $6,319-90.0% | $6,977-90.9% |
| Admin fee / account holder | $30 | $16,236-99.8% | $15,461-99.8% | $19,030-99.8% |