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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 | $21,675 | $183,539-88.2% | $155,556-86.1% | $145,897-85.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.50% | 61.31%-38.8pp | 64.84%-42.3pp | 552.29%-529.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,576 | $6,467-75.6% | $5,631-72.0% | $6,689-76.4% |
| Admin fee / account holder | $37 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |