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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 | $45,360 | $72,071-37.1% | $68,368-33.7% | $137,256-67.0% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.0%-62.3pp |
| Annual return | 13.42% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $462 | $4,410-89.5% | $4,123-88.8% | $6,407-92.8% |
| Admin fee / account holder | $204 | $5,336-96.2% | $5,150-96.0% | $12,270-98.3% |