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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 | $101,618-10.1% | $93,063-1.8% | $137,256-33.4% |
| Participation rate | 20.0% | 74.9%-54.9pp | 72.1%-52.1pp | 80.0%-60.0pp |
| Annual return | 14.81% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $20 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |