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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 | $31,463 | $227,633-86.2% | $189,597-83.4% | $167,553-81.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 13.78% | 78.45%-64.7pp | 64.20%-50.4pp | 478.89%-465.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,222 | $7,003-82.6% | $6,174-80.2% | $6,343-80.7% |
| Admin fee / account holder | $129 | $11,879-98.9% | $9,807-98.7% | $12,316-99.0% |