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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 | $49,252 | $165,381-70.2% | $149,730-67.1% | $158,966-69.0% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 17.90% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $921 | $7,182-87.2% | $6,843-86.5% | $5,983-84.6% |
| Admin fee / account holder | $118 | $10,809-98.9% | $9,310-98.7% | $11,250-99.0% |