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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 | $103,429 | $165,584-37.5% | $142,942-27.6% | $137,256-24.6% |
| Participation rate | 40.0% | 80.1%-40.1pp | 76.8%-36.8pp | 80.0%-40.0pp |
| Annual return | 19.46% | 164.22%-144.8pp | 113.70%-94.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $420 | $8,194-94.9% | $7,128-94.1% | $6,407-93.4% |
| Admin fee / account holder | $225 | $16,167-98.6% | $12,475-98.2% | $12,270-98.2% |