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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 | $32,537 | $184,014-82.3% | $161,149-79.8% | $138,895-76.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.8%-38.8pp | 79.9%-39.9pp |
| Annual return | 20.10% | 21.52%-1.4pp | 21.16%-1.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $799 | $6,909-88.4% | $6,153-87.0% | $6,396-87.5% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |