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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 | $46,888 | $125,190-62.5% | $105,624-55.6% | $145,897-67.9% |
| Participation rate | 21.7% | 77.6%-55.9pp | 75.3%-53.5pp | 80.3%-58.6pp |
| Annual return | 10.43% | 225.22%-214.8pp | 116.20%-105.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $180 | $17,138-98.9% | $10,961-98.4% | $13,390-98.7% |