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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 | $74,615 | $175,257-57.4% | $149,717-50.2% | $139,456-46.5% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 18.01% | 166.70%-148.7pp | 134.41%-116.4pp | 373.45%-355.4pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $756 | $6,521-88.4% | $5,682-86.7% | $6,711-88.7% |
| Admin fee / account holder | $278 | $16,156-98.3% | $13,213-97.9% | $11,407-97.6% |