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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 | $104,094 | $117,829-11.7% | $102,423+1.6% | $145,877-28.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 12.37% | 31.83%-19.5pp | 29.42%-17.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,342 | $5,732-76.6% | $5,054-73.5% | $6,691-79.9% |
| Admin fee / account holder | $158 | $13,335-98.8% | $9,455-98.3% | $13,402-98.8% |