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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 | $226,090-65.1% | $182,531-56.8% | $152,885-48.4% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.0%-55.8pp | 82.5%-60.2pp |
| Annual return | 19.20% | 192.57%-173.4pp | 148.57%-129.4pp | 345.39%-326.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $215 | $10,705-98.0% | $8,593-97.5% | $11,598-98.1% |