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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 | $57,264 | $157,296-63.6% | $141,191-59.4% | $152,897-62.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 22.31% | 64.34%-42.0pp | 71.41%-49.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,162 | $7,111-69.6% | $6,710-67.8% | $5,851-63.0% |
| Admin fee / account holder | $161 | $12,125-98.7% | $10,264-98.4% | $11,599-98.6% |