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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 | $52,532 | $117,895-55.4% | $102,460-48.7% | $145,897-64.0% |
| Participation rate | 23.1% | 78.6%-55.6pp | 76.5%-53.4pp | 80.3%-57.2pp |
| Annual return | 14.62% | 31.92%-17.3pp | 29.47%-14.8pp | 552.29%-537.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,741 | $5,736-69.7% | $5,056-65.6% | $6,689-74.0% |
| Admin fee / account holder | $175 | $13,353-98.7% | $9,460-98.2% | $13,390-98.7% |