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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 | $50,463 | $157,304-67.9% | $141,197-64.3% | $152,909-67.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.75% | 64.34%-40.6pp | 71.41%-47.7pp | 345.46%-321.7pp |
| Employer contribution / active EE | $654 | $5,263-87.6% | $4,736-86.2% | $4,764-86.3% |
| Participant deferral / active EE | $851 | $7,111-88.0% | $6,710-87.3% | $5,851-85.5% |
| Admin fee / account holder | $1 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |