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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 | $37,370 | $199,109-81.2% | $173,730-78.5% | $154,746-75.9% |
| Participation rate | 13.0% | 82.8%-69.8pp | 79.6%-66.5pp | 80.7%-67.7pp |
| Annual return | 18.82% | 20.02%-1.2pp | 19.96%-1.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,357 | $7,113-80.9% | $6,326-78.6% | $6,730-79.8% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |