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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 | $38,675 | $105,160-63.2% | $94,679-59.2% | $139,456-72.3% |
| Participation rate | 30.0% | 82.4%-52.4pp | 80.8%-50.8pp | 80.3%-50.3pp |
| Annual return | 23.85% | 38.04%-14.2pp | 156.75%-132.9pp | 373.45%-349.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,699 | $7,599-77.6% | $7,417-77.1% | $6,711-74.7% |
| Admin fee / account holder | $15 | $8,988-99.8% | $7,233-99.8% | $11,407-99.9% |