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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 | $24,213 | $228,395-89.4% | $185,861-87.0% | $158,982-84.8% |
| Participation rate | 28.6% | 82.3%-53.7pp | 78.0%-49.5pp | 82.0%-53.4pp |
| Annual return | 29.77% | 40.82%-11.1pp | 35.96%-6.2pp | 302.99%-273.2pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,179 | $6,417-81.6% | $5,634-79.1% | $5,983-80.3% |
| Admin fee / account holder | $2 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |