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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 | $228,317-85.6% | $185,808-82.3% | $158,931-79.3% |
| Participation rate | 30.8% | 82.3%-51.5pp | 78.0%-47.3pp | 82.0%-51.2pp |
| Annual return | 4.92% | 40.81%-35.9pp | 35.95%-31.0pp | 302.86%-297.9pp |
| Employer contribution / active EE | $0 | $4,964-100.0% | $4,086-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $275 | $11,865-97.7% | $9,501-97.1% | $11,247-97.6% |