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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 | $69,754 | $199,109-65.0% | $173,730-59.8% | $154,746-54.9% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.6%-39.6pp | 80.7%-40.7pp |
| Annual return | 13.69% | 20.02%-6.3pp | 19.96%-6.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $17 | $5,311-99.7% | $4,577-99.6% | $4,379-99.6% |
| Participant deferral / active EE | $641 | $7,113-91.0% | $6,326-89.9% | $6,730-90.5% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |