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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 | $52,420 | $124,175-57.8% | $108,405-51.6% | $167,536-68.7% |
| Participation rate | 56.3% | 82.3%-26.0pp | 80.1%-23.9pp | 82.1%-25.9pp |
| Annual return | 11.97% | 1380.13%-1368.2pp | 905.55%-893.6pp | 478.82%-466.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,118 | $6,908-83.8% | $6,563-83.0% | $6,342-82.4% |
| Admin fee / account holder | $260 | $9,457-97.2% | $7,297-96.4% | $12,315-97.9% |