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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 | $96,981 | $289,211-66.5% | $260,467-62.8% | $198,609-51.2% |
| Participation rate | 25.0% | 83.1%-58.1pp | 80.5%-55.5pp | 82.4%-57.4pp |
| Annual return | 148.75% | 112.90%+35.9pp | 100.60%+48.2pp | 202.70%-53.9pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $72 | $16,236-99.6% | $15,461-99.5% | $19,030-99.6% |