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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 | $138,312-76.0% | $122,979-73.0% | $155,188-78.6% |
| Participation rate | 30.8% | 80.2%-49.4pp | 77.2%-46.4pp | 80.8%-50.0pp |
| Annual return | 21.11% | 22.06%-1.0pp | 20.12%+1.0pp | 148.84%-127.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,737 | $5,592-68.9% | $5,003-65.3% | $6,531-73.4% |
| Admin fee / account holder | $167 | $15,089-98.9% | $12,864-98.7% | $14,480-98.8% |