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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 | $73,295 | $111,535-34.3% | $105,223-30.3% | $137,256-46.6% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 12.49% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $366 | $5,500-93.3% | $5,072-92.8% | $6,407-94.3% |
| Admin fee / account holder | $30 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |