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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 | $59,927 | $162,821-63.2% | $133,978-55.3% | $158,982-62.3% |
| Participation rate | 69.6% | 83.2%-13.7pp | 79.8%-10.3pp | 82.0%-12.4pp |
| Annual return | 16.18% | 41.95%-25.8pp | 45.10%-28.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,001 | $5,910-83.1% | $5,047-80.2% | $5,983-83.3% |
| Admin fee / account holder | $63 | $11,742-99.5% | $8,930-99.3% | $11,252-99.4% |