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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 | $32,883 | $228,395-85.6% | $185,861-82.3% | $158,982-79.3% |
| Participation rate | 30.8% | 82.3%-51.5pp | 78.0%-47.3pp | 82.0%-51.2pp |
| Annual return | 4.92% | 40.82%-35.9pp | 35.96%-31.0pp | 302.99%-298.1pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $275 | $11,869-97.7% | $9,503-97.1% | $11,252-97.6% |