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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 | $79,475 | $173,340-54.2% | $136,007-41.6% | $145,959-45.5% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 23.65% | 1163.32%-1139.7pp | 579.32%-555.7pp | 561.95%-538.3pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,215-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,024-100.0% | $6,689-100.0% |
| Admin fee / account holder | $116 | $9,954-98.8% | $6,858-98.3% | $13,398-99.1% |