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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 | $58,796 | $183,516-68.0% | $155,534-62.2% | $145,884-59.7% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $427 | $5,315-92.0% | $4,675-90.9% | $4,662-90.8% |
| Participant deferral / active EE | $564 | $6,467-91.3% | $5,630-90.0% | $6,690-91.6% |
| Admin fee / account holder | $132 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |