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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 | $33,985 | $129,737-73.8% | $119,126-71.5% | $154,746-78.0% |
| Participation rate | 41.2% | 78.9%-37.7pp | 75.8%-34.6pp | 80.7%-39.5pp |
| Annual return | 18.55% | 379.08%-360.5pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $411 | $5,842-93.0% | $5,318-92.3% | $6,730-93.9% |
| Admin fee / account holder | $29 | $11,961-99.8% | $10,693-99.7% | $14,365-99.8% |