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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 | $33,350 | $165,399-79.8% | $149,745-77.7% | $158,982-79.0% |
| Participation rate | 21.1% | 84.6%-63.5pp | 82.5%-61.4pp | 82.0%-60.9pp |
| Annual return | 44.24% | 348.34%-304.1pp | 276.72%-232.5pp | 302.99%-258.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,336 | $7,183-67.5% | $6,843-65.9% | $5,983-61.0% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |