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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 | $34,501 | $162,136-78.7% | $152,301-77.3% | $154,746-77.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.74% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,515 | $8,341-69.9% | $8,004-68.6% | $6,730-62.6% |
| Admin fee / account holder | $211 | $15,759-98.7% | $14,398-98.5% | $14,365-98.5% |