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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 | $56,390 | $167,415-66.3% | $140,514-59.9% | $198,609-71.6% |
| Participation rate | 9.1% | 80.9%-71.8pp | 77.8%-68.7pp | 82.4%-73.3pp |
| Annual return | 14.77% | 13.85%+0.9pp | 14.36%+0.4pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $270 | $16,730-98.4% | $13,697-98.0% | $19,030-98.6% |