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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 | $51,813 | $104,937-50.6% | $84,628-38.8% | $152,897-66.1% |
| Participation rate | 23.1% | 74.8%-51.8pp | 68.2%-45.2pp | 82.5%-59.4pp |
| Annual return | 23.30% | 373.88%-350.6pp | 258.80%-235.5pp | 345.43%-322.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $640 | $4,690-86.4% | $3,900-83.6% | $5,851-89.1% |
| Admin fee / account holder | $54 | $6,243-99.1% | $4,914-98.9% | $11,599-99.5% |