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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 | $185,141-81.6% | $153,416-77.8% | $155,188-78.0% |
| Participation rate | 29.4% | 79.9%-50.5pp | 74.3%-44.9pp | 80.8%-51.4pp |
| Annual return | 15.27% | 18.72%-3.5pp | 17.84%-2.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,159 | $5,477-78.8% | $4,723-75.5% | $6,531-82.3% |
| Admin fee / account holder | $64 | $16,005-99.6% | $13,095-99.5% | $14,480-99.6% |