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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 | $43,743 | $165,381-73.6% | $149,730-70.8% | $158,966-72.5% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 19.01% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-283.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,685 | $7,182-76.5% | $6,843-75.4% | $5,983-71.8% |
| Admin fee / account holder | $15 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |