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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 | $31,697 | $183,627-82.7% | $155,602-79.6% | $145,978-78.3% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 13.67% | 61.32%-47.6pp | 64.81%-51.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,404 | $6,466-78.3% | $5,629-75.1% | $6,690-79.0% |
| Admin fee / account holder | $167 | $19,327-99.1% | $15,923-99.0% | $13,400-98.8% |