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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 | $199,109-74.7% | $173,730-71.0% | $154,746-67.4% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.6%-54.6pp | 80.7%-55.7pp |
| Annual return | 16.45% | 20.02%-3.6pp | 19.96%-3.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $63 | $7,113-99.1% | $6,326-99.0% | $6,730-99.1% |
| Admin fee / account holder | $253 | $20,916-98.8% | $17,523-98.6% | $14,365-98.2% |