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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 | $61,909 | $139,948-55.8% | $121,663-49.1% | $154,746-60.0% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.5%-14.5pp | 80.7%-20.7pp |
| Annual return | 19.56% | 230.52%-211.0pp | 147.54%-128.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $808 | $5,629-85.6% | $4,887-83.5% | $6,730-88.0% |
| Admin fee / account holder | $38 | $17,321-99.8% | $14,289-99.7% | $14,365-99.7% |