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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 | $28,492 | $174,379-83.7% | $152,093-81.3% | $138,895-79.5% |
| Participation rate | 61.5% | 81.6%-20.1pp | 77.8%-16.2pp | 79.9%-18.4pp |
| Annual return | 16.52% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $270 | $6,159-95.6% | $5,451-95.1% | $6,396-95.8% |
| Admin fee / account holder | $27 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |