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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 | $19,034 | $183,539-89.6% | $155,556-87.8% | $145,897-87.0% |
| Participation rate | 29.2% | 82.7%-53.5pp | 78.2%-49.1pp | 80.3%-51.1pp |
| Annual return | 10.71% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,383 | $6,467-78.6% | $5,631-75.4% | $6,689-79.3% |
| Admin fee / account holder | $141 | $19,275-99.3% | $15,885-99.1% | $13,390-98.9% |