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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 | $50,428 | $178,174-71.7% | $156,181-67.7% | $137,256-63.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 16.45% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $63 | $6,888-99.1% | $6,132-99.0% | $6,407-99.0% |
| Admin fee / account holder | $253 | $17,404-98.5% | $14,586-98.3% | $12,270-97.9% |