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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 | $114,119-49.9% | $107,187-46.7% | $138,895-58.9% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 14.04% | 273.21%-259.2pp | 204.55%-190.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $755 | $5,538-86.4% | $5,096-85.2% | $6,396-88.2% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |