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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 | $28,005 | $210,991-86.7% | $153,741-81.8% | $145,897-80.8% |
| Participation rate | 33.3% | 82.1%-48.8pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 12.94% | 13.46%-0.5pp | 15.71%-2.8pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33 | $19,490-99.8% | $12,749-99.7% | $13,390-99.8% |