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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 | $48,232 | $135,905-64.5% | $126,068-61.7% | $198,609-75.7% |
| Participation rate | 0.0% | 85.6%-85.6pp | 84.7%-84.7pp | 82.4%-82.4pp |
| Annual return | 17.57% | 14.07%+3.5pp | 15.01%+2.6pp | 202.70%-185.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $95 | $21,036-99.5% | $18,264-99.5% | $19,030-99.5% |