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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 | $81,460 | $107,941-24.5% | $91,994-11.5% | $152,909-46.7% |
| Participation rate | 53.3% | 81.2%-27.9pp | 78.6%-25.3pp | 82.5%-29.1pp |
| Annual return | 20.22% | 89.28%-69.1pp | 69.04%-48.8pp | 345.46%-325.2pp |
| Employer contribution / active EE | $195 | $4,212-95.4% | $3,453-94.3% | $4,764-95.9% |
| Participant deferral / active EE | $1,329 | $6,366-79.1% | $5,924-77.6% | $5,851-77.3% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |