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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 | $31,076 | $148,582-79.1% | $135,942-77.1% | $139,456-77.7% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 20.06% | 79.26%-59.2pp | 68.28%-48.2pp | 373.45%-353.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,431 | $8,101-70.0% | $7,759-68.7% | $6,711-63.8% |
| Admin fee / account holder | $138 | $12,402-98.9% | $10,764-98.7% | $11,407-98.8% |