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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 | $60,532 | $202,463-70.1% | $169,397-64.3% | $139,487-56.6% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 15.24% | 532.64%-517.4pp | 406.23%-391.0pp | 373.84%-358.6pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $601 | $6,941-91.3% | $6,223-90.3% | $6,713-91.0% |
| Admin fee / account holder | $89 | $10,726-99.2% | $9,017-99.0% | $11,407-99.2% |