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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 | $41,665 | $209,422-80.1% | $178,503-76.7% | $158,982-73.8% |
| Participation rate | 30.4% | 86.4%-55.9pp | 81.9%-51.5pp | 82.0%-51.5pp |
| Annual return | 14.36% | 188.81%-174.4pp | 151.12%-136.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,542 | $5,955-74.1% | $5,202-70.4% | $5,983-74.2% |
| Admin fee / account holder | $71 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |