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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 | $46,300 | $196,972-76.5% | $182,262-74.6% | $198,609-76.7% |
| Participation rate | 29.4% | 85.7%-56.3pp | 84.2%-54.8pp | 82.4%-53.0pp |
| Annual return | 9.69% | 158.27%-148.6pp | 140.60%-130.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,331 | $8,643-84.6% | $8,276-83.9% | $6,977-80.9% |
| Admin fee / account holder | $138 | $18,429-99.3% | $16,712-99.2% | $19,030-99.3% |