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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 | $75,669 | $117,859-35.8% | $102,438-26.1% | $145,959-48.2% |
| Participation rate | 21.1% | 78.6%-57.5pp | 76.5%-55.4pp | 80.3%-59.2pp |
| Annual return | 11.25% | 31.72%-20.5pp | 29.37%-18.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $181 | $5,732-96.8% | $5,054-96.4% | $6,689-97.3% |
| Admin fee / account holder | $108 | $13,318-99.2% | $9,448-98.9% | $13,398-99.2% |