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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 | $56,847 | $118,708-52.1% | $98,920-42.5% | $158,982-64.2% |
| Participation rate | 23.8% | 77.8%-54.0pp | 76.0%-52.2pp | 82.0%-58.2pp |
| Annual return | 13.45% | 372.49%-359.0pp | 196.47%-183.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,037 | $5,089-79.6% | $4,245-75.6% | $5,983-82.7% |
| Admin fee / account holder | $285 | $10,134-97.2% | $6,643-95.7% | $11,252-97.5% |