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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 | $275,752-57.8% | $256,809-54.6% | $198,609-41.3% |
| Participation rate | 40.0% | 89.2%-49.2pp | 88.5%-48.5pp | 82.4%-42.4pp |
| Annual return | 16.61% | 34.81%-18.2pp | 32.73%-16.1pp | 202.70%-186.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,097 | $10,037-69.1% | $9,520-67.5% | $6,977-55.6% |
| Admin fee / account holder | $33 | $25,716-99.9% | $25,146-99.9% | $19,030-99.8% |