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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 | $74,696 | $162,136-53.9% | $152,301-51.0% | $154,746-51.7% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 16.81% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $183 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |