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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 | $58,325 | $125,190-53.4% | $105,624-44.8% | $145,897-60.0% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 12.31% | 225.22%-212.9pp | 116.20%-103.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $457 | $5,716-92.0% | $5,013-90.9% | $6,689-93.2% |
| Admin fee / account holder | $40 | $17,138-99.8% | $10,961-99.6% | $13,390-99.7% |