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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 | $116,493 | $223,823-48.0% | $211,142-44.8% | $154,746-24.7% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 16.61% | 50.39%-33.8pp | 46.84%-30.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,097 | $9,750-68.2% | $9,284-66.6% | $6,730-54.0% |
| Admin fee / account holder | $33 | $19,707-99.8% | $19,076-99.8% | $14,365-99.8% |