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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 | $62,913 | $183,516-65.7% | $155,534-59.6% | $145,884-56.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 9.59% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,386 | $6,467-78.6% | $5,630-75.4% | $6,690-79.3% |
| Admin fee / account holder | $40 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |