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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 | $31,227 | $154,228-79.8% | $145,433-78.5% | $137,256-77.2% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $312 | $8,216-96.2% | $7,897-96.1% | $6,407-95.1% |
| Admin fee / account holder | $218 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |