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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 | $162,967-79.1% | $135,792-74.9% | $138,895-75.4% |
| Participation rate | 29.4% | 78.3%-48.9pp | 72.6%-43.2pp | 79.9%-50.5pp |
| Annual return | 15.27% | 30.08%-14.8pp | 25.96%-10.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,159 | $5,640-79.5% | $4,759-75.7% | $6,396-81.9% |
| Admin fee / account holder | $64 | $15,306-99.6% | $12,266-99.5% | $12,562-99.5% |