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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 | $45,765 | $202,463-77.4% | $169,397-73.0% | $139,487-67.2% |
| Participation rate | 27.3% | 81.1%-53.8pp | 77.2%-49.9pp | 80.3%-53.1pp |
| Annual return | 13.95% | 532.64%-518.7pp | 406.23%-392.3pp | 373.84%-359.9pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $33 | $10,726-99.7% | $9,017-99.6% | $11,407-99.7% |