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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 | $70,667 | $209,428-66.3% | $178,498-60.4% | $158,950-55.5% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 13.72% | 188.78%-175.1pp | 151.09%-137.4pp | 302.91%-289.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,492 | $5,955-74.9% | $5,202-71.3% | $5,983-75.1% |
| Admin fee / account holder | $9 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |