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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 | $46,467 | $227,291-79.6% | $214,702-78.4% | $155,188-70.1% |
| Participation rate | 33.3% | 88.0%-54.6pp | 87.5%-54.1pp | 80.8%-47.5pp |
| Annual return | 18.17% | 60.08%-41.9pp | 54.55%-36.4pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,795 | $9,582-70.8% | $9,147-69.4% | $6,531-57.2% |
| Admin fee / account holder | $98 | $20,413-99.5% | $19,830-99.5% | $14,480-99.3% |