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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 | $28,778 | $136,860-79.0% | $120,344-76.1% | $154,746-81.4% |
| Participation rate | 5.9% | 79.9%-74.0pp | 76.7%-70.8pp | 80.7%-74.8pp |
| Annual return | 48.22% | 21.38%+26.8pp | 20.30%+27.9pp | 172.34%-124.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $379 | $5,793-93.5% | $5,135-92.6% | $6,730-94.4% |
| Admin fee / account holder | $85 | $15,393-99.4% | $12,742-99.3% | $14,365-99.4% |