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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 | $91,384 | $125,778-27.3% | $114,563-20.2% | $154,746-40.9% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.9%-52.9pp | 80.7%-60.7pp |
| Annual return | 14.81% | 295.14%-280.3pp | 241.09%-226.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20 | $8,190-99.8% | $7,623-99.7% | $14,365-99.9% |