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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 | $34,135 | $177,156-80.7% | $147,027-76.8% | $154,746-77.9% |
| Participation rate | 29.4% | 79.4%-49.9pp | 73.7%-44.3pp | 80.7%-51.3pp |
| Annual return | 15.27% | 21.94%-6.7pp | 20.23%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,159 | $5,797-80.0% | $4,933-76.5% | $6,730-82.8% |
| Admin fee / account holder | $64 | $14,904-99.6% | $12,223-99.5% | $14,365-99.6% |