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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 | $33,690 | $176,838-80.9% | $146,685-77.0% | $167,518-79.9% |
| Participation rate | 23.1% | 83.6%-60.5pp | 80.1%-57.0pp | 82.1%-59.0pp |
| Annual return | 19.47% | 24.04%-4.6pp | 22.75%-3.3pp | 478.71%-459.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,727 | $6,441-73.2% | $5,507-68.6% | $6,342-72.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |