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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 | $50,800 | $166,268-69.4% | $165,100-69.2% | $145,897-65.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 15.19% | 100.52%-85.3pp | 70.21%-55.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,106 | $5,284-79.1% | $4,348-74.6% | $4,663-76.3% |
| Participant deferral / active EE | $1,233 | $6,964-82.3% | $6,035-79.6% | $6,689-81.6% |
| Admin fee / account holder | $2 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |