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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 | $76,599 | $201,344-62.0% | $184,243-58.4% | $145,877-47.5% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 10.38% | 29.01%-18.6pp | 28.82%-18.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,576 | $9,807-73.7% | $9,132-71.8% | $6,691-61.5% |
| Admin fee / account holder | $114 | $16,382-99.3% | $13,914-99.2% | $13,402-99.1% |