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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 | $132,634-53.3% | $115,768-46.5% | $137,256-54.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 19.56% | 160.70%-141.1pp | 100.46%-80.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $808 | $5,619-85.6% | $4,917-83.6% | $6,407-87.4% |
| Admin fee / account holder | $38 | $15,028-99.7% | $12,439-99.7% | $12,270-99.7% |