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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 | $64,308 | $93,345-31.1% | $119,126-46.0% | $87,485-26.5% |
| Participation rate | 16.0% | 68.7%-52.7pp | 75.8%-59.8pp | 68.9%-52.9pp |
| Annual return | 18.63% | 19.08%-0.5pp | 282.11%-263.5pp | 26.06%-7.4pp |
| Employer contribution / active EE | $367 | $3,172-88.4% | $4,034-90.9% | $2,596-85.9% |
| Participant deferral / active EE | $367 | $4,099-91.0% | $5,318-93.1% | $4,274-91.4% |
| Admin fee / account holder | $20 | $8,039-99.8% | $10,693-99.8% | $7,775-99.7% |