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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 | $17,945 | $202,460-91.1% | $169,385-89.4% | $139,456-87.1% |
| Participation rate | 47.4% | 81.1%-33.7pp | 77.2%-29.8pp | 80.3%-33.0pp |
| Annual return | 18.91% | 532.07%-513.2pp | 405.82%-386.9pp | 373.45%-354.5pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,090 | $6,938-84.3% | $6,221-82.5% | $6,711-83.8% |
| Admin fee / account holder | $233 | $10,719-97.8% | $9,011-97.4% | $11,407-98.0% |