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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 | $55,851 | $157,304-64.5% | $141,197-60.4% | $152,909-63.5% |
| Participation rate | 14.3% | 84.8%-70.5pp | 82.5%-68.2pp | 82.5%-68.2pp |
| Annual return | 28.96% | 64.34%-35.4pp | 71.41%-42.4pp | 345.46%-316.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $485 | $7,111-93.2% | $6,710-92.8% | $5,851-91.7% |
| Admin fee / account holder | $23 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |