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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 | $67,165 | $183,627-63.4% | $155,602-56.8% | $145,978-54.0% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 9.95% | 61.32%-51.4pp | 64.81%-54.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $929 | $6,466-85.6% | $5,629-83.5% | $6,690-86.1% |
| Admin fee / account holder | $30 | $19,327-99.8% | $15,923-99.8% | $13,400-99.8% |