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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 | $63,313 | $81,696-22.5% | $70,494-10.2% | $158,982-60.2% |
| Participation rate | 23.8% | 77.7%-53.9pp | 75.1%-51.2pp | 82.0%-58.2pp |
| Annual return | 13.91% | 208.70%-194.8pp | 109.16%-95.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $340 | $4,558-92.6% | $3,711-90.8% | $5,983-94.3% |
| Admin fee / account holder | $281 | $6,200-95.5% | $3,848-92.7% | $11,252-97.5% |