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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 | $48,570 | $209,336-76.8% | $197,124-75.4% | $137,256-64.6% |
| Participation rate | 31.6% | 87.3%-55.7pp | 86.7%-55.1pp | 80.0%-48.4pp |
| Annual return | 25.96% | 48.09%-22.1pp | 44.34%-18.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,927 | $9,614-80.0% | $9,135-78.9% | $6,407-69.9% |
| Admin fee / account holder | $245 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |