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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 | $24,536 | $175,259-86.0% | $149,723-83.6% | $139,487-82.4% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 21.73% | 166.82%-145.1pp | 134.50%-112.8pp | 373.84%-352.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,717 | $6,522-73.7% | $5,682-69.8% | $6,713-74.4% |
| Admin fee / account holder | $205 | $16,158-98.7% | $13,215-98.4% | $11,407-98.2% |