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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 | $47,758 | $134,817-64.6% | $123,973-61.5% | $155,188-69.2% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.7%-51.7pp | 80.8%-55.8pp |
| Annual return | 17.15% | 515.49%-498.3pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,137 | $5,706-80.1% | $5,247-78.3% | $6,531-82.6% |
| Admin fee / account holder | $78 | $13,245-99.4% | $11,799-99.3% | $14,480-99.5% |