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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 | $28,174 | $165,361-83.0% | $149,715-81.2% | $158,950-82.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 46.44% | 348.24%-301.8pp | 276.66%-230.2pp | 302.91%-256.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,380 | $7,182-80.8% | $6,842-79.8% | $5,983-76.9% |
| Admin fee / account holder | $245 | $10,808-97.7% | $9,310-97.4% | $11,248-97.8% |