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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 | $59,105 | $81,643-27.6% | $70,462-16.1% | $158,950-62.8% |
| Participation rate | 30.0% | 77.7%-47.7pp | 75.1%-45.1pp | 82.0%-52.0pp |
| Annual return | 21.93% | 208.51%-186.6pp | 109.08%-87.2pp | 302.91%-281.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $204 | $4,555-95.5% | $3,710-94.5% | $5,983-96.6% |
| Admin fee / account holder | $20 | $6,194-99.7% | $3,845-99.5% | $11,248-99.8% |