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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 | $31,083 | $160,040-80.6% | $147,096-78.9% | $145,877-78.7% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 28.25% | 98.49%-70.2pp | 419.75%-391.5pp | 551.28%-523.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,669 | $8,429-80.2% | $8,071-79.3% | $6,691-75.1% |
| Admin fee / account holder | $204 | $15,050-98.6% | $13,005-98.4% | $13,402-98.5% |