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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 | $60,363 | $289,211-79.1% | $260,467-76.8% | $198,609-69.6% |
| Participation rate | 21.4% | 83.1%-61.7pp | 80.5%-59.0pp | 82.4%-60.9pp |
| Annual return | 16.93% | 112.90%-96.0pp | 100.60%-83.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $33 | $16,236-99.8% | $15,461-99.8% | $19,030-99.8% |