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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 | $251,004-83.6% | $191,597-78.6% | $138,895-70.4% |
| Participation rate | 37.5% | 82.4%-44.9pp | 76.9%-39.4pp | 79.9%-42.4pp |
| Annual return | 18.37% | 31.05%-12.7pp | 27.07%-8.7pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,671 | $8,154-79.5% | $6,850-75.6% | $6,396-73.9% |
| Admin fee / account holder | $64 | $31,471-99.8% | $22,799-99.7% | $12,562-99.5% |