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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 | $36,837 | $132,634-72.2% | $115,768-68.2% | $137,256-73.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.4%-36.9pp | 80.0%-42.5pp |
| Annual return | 15.20% | 160.70%-145.5pp | 100.46%-85.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,534 | $5,619-72.7% | $4,917-68.8% | $6,407-76.1% |
| Admin fee / account holder | $127 | $15,028-99.2% | $12,439-99.0% | $12,270-99.0% |