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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 | $132,033 | $165,399-20.2% | $149,745-11.8% | $158,982-17.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 15.30% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,000 | $7,183-72.2% | $6,843-70.8% | $5,983-66.6% |
| Admin fee / account holder | $45 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |