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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 | $35,897 | $157,829-77.3% | $136,867-73.8% | $198,609-81.9% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 18.36% | 51.25%-32.9pp | 42.97%-24.6pp | 202.70%-184.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,041 | $5,463-81.0% | $4,924-78.9% | $6,977-85.1% |
| Admin fee / account holder | $93 | $11,107-99.2% | $10,340-99.1% | $19,030-99.5% |