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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 | $103,429 | $171,930-39.8% | $151,266-31.6% | $154,746-33.2% |
| Participation rate | 40.0% | 80.5%-40.5pp | 77.0%-37.0pp | 80.7%-40.7pp |
| Annual return | 19.46% | 242.03%-222.6pp | 180.60%-161.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $420 | $8,191-94.9% | $7,337-94.3% | $6,730-93.8% |
| Admin fee / account holder | $225 | $15,803-98.6% | $13,159-98.3% | $14,365-98.4% |