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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 | $162,136-48.8% | $152,301-45.5% | $154,746-46.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.08% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,248 | $8,341-85.0% | $8,004-84.4% | $6,730-81.5% |
| Admin fee / account holder | $198 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |