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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 | $64,527 | $79,449-18.8% | $189,597-66.0% | $85,851-24.8% |
| Participation rate | 15.1% | 66.0%-50.9pp | 78.4%-63.4pp | 69.3%-54.2pp |
| Annual return | 17.09% | 18.45%-1.4pp | 64.20%-47.1pp | 318.63%-301.5pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $495 | $4,051-87.8% | $6,174-92.0% | $3,952-87.5% |
| Admin fee / account holder | $297 | $5,377-94.5% | $9,807-97.0% | $6,261-95.3% |