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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 | $83,028 | $196,972-57.8% | $182,262-54.4% | $198,609-58.2% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.08% | 158.27%-141.2pp | 140.60%-123.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,248 | $8,643-85.6% | $8,276-84.9% | $6,977-82.1% |
| Admin fee / account holder | $198 | $18,429-98.9% | $16,712-98.8% | $19,030-99.0% |