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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 | $107,811 | $180,028-40.1% | $138,135-22.0% | $158,982-32.2% |
| Participation rate | 28.6% | 82.2%-53.7pp | 78.7%-50.1pp | 82.0%-53.4pp |
| Annual return | 16.36% | 21.68%-5.3pp | 20.51%-4.2pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $233 | $17,912-98.7% | $11,856-98.0% | $11,252-97.9% |