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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 | $53,415 | $211,224-74.7% | $178,505-70.1% | $145,897-63.4% |
| Participation rate | 6.3% | 80.8%-74.6pp | 77.1%-70.9pp | 80.3%-74.1pp |
| Annual return | 22.12% | 30.28%-8.2pp | 27.16%-5.0pp | 552.29%-530.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,163 | $6,966-83.3% | $6,280-81.5% | $6,689-82.6% |
| Admin fee / account holder | $195 | $12,109-98.4% | $10,428-98.1% | $13,390-98.5% |