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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 | $81,818 | $275,752-70.3% | $256,809-68.1% | $198,609-58.8% |
| Participation rate | 15.4% | 89.2%-73.8pp | 88.5%-73.1pp | 82.4%-67.0pp |
| Annual return | 22.77% | 34.81%-12.0pp | 32.73%-10.0pp | 202.70%-179.9pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,615 | $10,037-64.0% | $9,520-62.0% | $6,977-48.2% |
| Admin fee / account holder | $124 | $25,716-99.5% | $25,146-99.5% | $19,030-99.4% |