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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 | $25,349 | $166,131-84.7% | $164,975-84.6% | $145,877-82.6% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.6%-43.3pp | 80.3%-45.0pp |
| Annual return | 10.40% | 100.37%-90.0pp | 70.12%-59.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,800 | $6,962-74.1% | $6,033-70.2% | $6,691-73.1% |
| Admin fee / account holder | $8 | $16,648-100.0% | $12,688-99.9% | $13,402-99.9% |