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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 | $59,610 | $202,460-70.6% | $169,385-64.8% | $139,456-57.3% |
| Participation rate | 46.2% | 81.1%-34.9pp | 77.2%-31.0pp | 80.3%-34.2pp |
| Annual return | 10.57% | 532.07%-521.5pp | 405.82%-395.3pp | 373.45%-362.9pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $385 | $6,938-94.5% | $6,221-93.8% | $6,711-94.3% |
| Admin fee / account holder | $18 | $10,719-99.8% | $9,011-99.8% | $11,407-99.8% |