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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 | $55,846 | $166,020-66.4% | $164,866-66.1% | $145,959-61.7% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 18.85% | 100.08%-81.2pp | 69.97%-51.1pp | 561.95%-543.1pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,712 | $6,961-75.4% | $6,033-71.6% | $6,689-74.4% |
| Admin fee / account holder | $20 | $16,644-99.9% | $12,689-99.8% | $13,398-99.9% |