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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 | $76,784 | $112,131-31.5% | $95,964-20.0% | $158,982-51.7% |
| Participation rate | 14.3% | 79.0%-64.7pp | 77.1%-62.8pp | 82.0%-67.7pp |
| Annual return | 13.13% | 171.19%-158.1pp | 91.64%-78.5pp | 302.99%-289.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $270 | $4,784-94.3% | $4,167-93.5% | $5,983-95.5% |
| Admin fee / account holder | $19 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |