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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 | $31,738 | $174,379-81.8% | $152,093-79.1% | $138,895-77.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 19.07% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,357 | $6,159-78.0% | $5,451-75.1% | $6,396-78.8% |
| Admin fee / account holder | $196 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |