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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 | $75,669 | $117,846-35.8% | $102,434-26.1% | $145,884-48.1% |
| Participation rate | 21.1% | 78.6%-57.6pp | 76.5%-55.5pp | 80.3%-59.3pp |
| Annual return | 11.25% | 31.90%-20.6pp | 29.46%-18.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $181 | $5,733-96.8% | $5,055-96.4% | $6,690-97.3% |
| Admin fee / account holder | $108 | $13,356-99.2% | $9,462-98.9% | $13,392-99.2% |