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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 | $77,323 | $181,062-57.3% | $158,223-51.1% | $155,188-50.2% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 9.78% | 57.39%-47.6pp | 52.09%-42.3pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $982 | $6,134-84.0% | $5,467-82.0% | $6,531-85.0% |
| Admin fee / account holder | $158 | $18,825-99.2% | $16,047-99.0% | $14,480-98.9% |