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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 | $60,917 | $103,392-41.1% | $87,104-30.1% | $152,897-60.2% |
| Participation rate | 36.4% | 79.4%-43.0pp | 76.9%-40.5pp | 82.5%-46.1pp |
| Annual return | 28.36% | 28.10%+0.3pp | 28.19%+0.2pp | 345.43%-317.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $837 | $4,778-82.5% | $4,048-79.3% | $5,851-85.7% |
| Admin fee / account holder | $150 | $12,194-98.8% | $7,491-98.0% | $11,599-98.7% |