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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 | $57,137 | $134,817-57.6% | $123,973-53.9% | $155,188-63.2% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.7%-51.7pp | 80.8%-55.8pp |
| Annual return | 14.04% | 515.49%-501.4pp | 388.13%-374.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $755 | $5,706-86.8% | $5,247-85.6% | $6,531-88.4% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |