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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 | $41,193 | $148,623-72.3% | $135,974-69.7% | $139,466-70.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 14.93% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,107 | $8,103-86.3% | $7,760-85.7% | $6,712-83.5% |
| Admin fee / account holder | $141 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |