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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 | $52,862 | $178,174-70.3% | $156,181-66.2% | $137,256-61.5% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.8%-67.7pp | 80.0%-68.8pp |
| Annual return | 19.61% | 84.19%-64.6pp | 64.87%-45.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $58 | $6,888-99.2% | $6,132-99.1% | $6,407-99.1% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |