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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 | $37,430 | $81,208-53.9% | $98,920-62.2% | $79,852-53.1% |
| Participation rate | 22.2% | 72.5%-50.3pp | 76.0%-53.8pp | 69.6%-47.4pp |
| Annual return | 21.68% | 60.99%-39.3pp | 196.47%-174.8pp | 31.72%-10.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,039 | $3,265-68.2% | $4,245-75.5% | $3,740-72.2% |
| Admin fee / account holder | $40 | $6,013-99.3% | $6,643-99.4% | $5,306-99.2% |