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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 | $78,825 | $226,105-65.1% | $182,540-56.8% | $152,897-48.4% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.0%-55.8pp | 82.5%-60.2pp |
| Annual return | 19.20% | 192.58%-173.4pp | 148.58%-129.4pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $215 | $10,706-98.0% | $8,593-97.5% | $11,599-98.1% |