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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 | $78,249 | $117,846-33.6% | $102,434-23.6% | $145,884-46.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 14.61% | 31.90%-17.3pp | 29.46%-14.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $520 | $5,733-90.9% | $5,055-89.7% | $6,690-92.2% |
| Admin fee / account holder | $60 | $13,356-99.6% | $9,462-99.4% | $13,392-99.6% |