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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 | $45,328 | $183,627-75.3% | $155,602-70.9% | $145,978-68.9% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 17.25% | 61.32%-44.1pp | 64.81%-47.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,778 | $6,466-72.5% | $5,629-68.4% | $6,690-73.4% |
| Admin fee / account holder | $251 | $19,327-98.7% | $15,923-98.4% | $13,400-98.1% |