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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 | $41,921 | $168,635-75.1% | $147,617-71.6% | $125,389-66.6% |
| Participation rate | 22.2% | 88.8%-66.5pp | 84.6%-62.4pp | 83.2%-61.0pp |
| Annual return | 7.52% | 77.65%-70.1pp | 61.98%-54.5pp | 282.24%-274.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $547 | $5,507-90.1% | $4,895-88.8% | $5,352-89.8% |
| Admin fee / account holder | $206 | $13,580-98.5% | $11,612-98.2% | $9,541-97.8% |