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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 | $41,073 | $282,059-85.4% | $213,469-80.8% | $154,746-73.5% |
| Participation rate | 37.5% | 82.7%-45.2pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 18.37% | 20.90%-2.5pp | 20.58%-2.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,671 | $8,186-79.6% | $6,841-75.6% | $6,730-75.2% |
| Admin fee / account holder | $64 | $37,435-99.8% | $27,141-99.8% | $14,365-99.6% |