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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 | $84,814 | $185,883-54.4% | $170,043-50.1% | $139,466-39.2% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 24.69% | 60.54%-35.9pp | 53.40%-28.7pp | 373.66%-349.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $569 | $11,626-95.1% | $10,410-94.5% | $6,712-91.5% |
| Admin fee / account holder | $247 | $15,393-98.4% | $12,824-98.1% | $11,409-97.8% |