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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 | $51,108 | $182,442-72.0% | $163,379-68.7% | $138,895-63.2% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.8%-48.3pp | 79.9%-51.3pp |
| Annual return | 14.29% | 72.74%-58.4pp | 63.41%-49.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $885 | $6,817-87.0% | $6,282-85.9% | $6,396-86.2% |
| Admin fee / account holder | $40 | $10,396-99.6% | $9,818-99.6% | $12,562-99.7% |