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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 | $51,437 | $108,911-52.8% | $100,392-48.8% | $145,884-64.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 28.04% | 58.23%-30.2pp | 49.45%-21.4pp | 551.85%-523.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,059 | $8,459-87.5% | $8,090-86.9% | $6,690-84.2% |
| Admin fee / account holder | $8 | $9,698-99.9% | $7,904-99.9% | $13,392-99.9% |