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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 | $33,150 | $126,661-73.8% | $113,397-70.8% | $138,895-76.1% |
| Participation rate | 30.8% | 79.4%-48.7pp | 76.5%-45.7pp | 79.9%-49.1pp |
| Annual return | 21.11% | 25.05%-3.9pp | 23.20%-2.1pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,737 | $5,693-69.5% | $5,076-65.8% | $6,396-72.9% |
| Admin fee / account holder | $167 | $14,549-98.8% | $11,957-98.6% | $12,562-98.7% |