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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 | $101,604 | $105,210-3.4% | $159,487-36.3% | $85,851+18.3% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.8%-60.6pp | 69.3%-47.1pp |
| Annual return | 19.92% | 45.08%-25.2pp | 263.71%-243.8pp | 318.63%-298.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,715 | $5,946-71.2% | $7,354-76.7% | $3,952-56.6% |
| Admin fee / account holder | $95 | $6,934-98.6% | $10,804-99.1% | $6,261-98.5% |