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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 | $53,939 | $148,629-63.7% | $135,982-60.3% | $139,487-61.3% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 15.79% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,497 | $8,102-81.5% | $7,760-80.7% | $6,713-77.7% |
| Admin fee / account holder | $233 | $12,406-98.1% | $10,767-97.8% | $11,407-98.0% |