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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 | $39,957 | $160,028-75.0% | $147,080-72.8% | $145,884-72.6% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 15.17% | 98.60%-83.4pp | 420.17%-405.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $559 | $8,422-93.4% | $8,066-93.1% | $6,690-91.6% |
| Admin fee / account holder | $28 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |