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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 | $44,022 | $168,635-73.9% | $147,617-70.2% | $125,389-64.9% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | -0.45% | 77.65%-78.1pp | 61.98%-62.4pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,145 | $6,252-81.7% | $5,564-79.4% | $4,866-76.5% |
| Participant deferral / active EE | $1,461 | $5,507-73.5% | $4,895-70.2% | $5,352-72.7% |
| Admin fee / account holder | $45 | $13,580-99.7% | $11,612-99.6% | $9,541-99.5% |