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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 | $208,088-71.0% | $186,193-67.6% | $154,746-61.0% |
| Participation rate | 21.4% | 80.0%-58.6pp | 77.1%-55.7pp | 80.7%-59.3pp |
| Annual return | 16.93% | 89.97%-73.0pp | 78.03%-61.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $33 | $11,698-99.7% | $11,058-99.7% | $14,365-99.8% |