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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 | $41,943 | $183,592-77.2% | $155,574-73.0% | $145,877-71.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 21.92% | 61.37%-39.5pp | 64.87%-42.9pp | 551.28%-529.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,401 | $6,466-78.3% | $5,629-75.1% | $6,691-79.1% |
| Admin fee / account holder | $239 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |