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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 | $91,883 | $185,141-50.4% | $153,416-40.1% | $155,188-40.8% |
| Participation rate | 15.0% | 79.9%-64.9pp | 74.3%-59.3pp | 80.8%-65.8pp |
| Annual return | 19.61% | 18.72%+0.9pp | 17.84%+1.8pp | 148.84%-129.2pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,513 | $5,477-72.4% | $4,723-68.0% | $6,531-76.8% |
| Admin fee / account holder | $20 | $16,005-99.9% | $13,095-99.8% | $14,480-99.9% |