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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 | $182,823-43.4% | $161,596-36.0% | $198,609-47.9% |
| Participation rate | 40.0% | 81.5%-41.5pp | 80.7%-40.7pp | 82.4%-42.4pp |
| Annual return | 19.46% | 484.64%-465.2pp | 389.92%-370.5pp | 202.70%-183.2pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $420 | $7,056-94.1% | $6,750-93.8% | $6,977-94.0% |
| Admin fee / account holder | $225 | $15,687-98.6% | $13,161-98.3% | $19,030-98.8% |