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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 | $166,089-66.4% | $164,928-66.1% | $145,978-61.7% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 18.85% | 100.26%-81.4pp | 70.08%-51.2pp | 550.52%-531.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,712 | $6,961-75.4% | $6,034-71.6% | $6,690-74.4% |
| Admin fee / account holder | $20 | $16,641-99.9% | $12,684-99.8% | $13,400-99.9% |