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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 | $60,363 | $225,673-73.3% | $203,872-70.4% | $155,188-61.1% |
| Participation rate | 21.4% | 80.3%-58.9pp | 77.8%-56.4pp | 80.8%-59.4pp |
| Annual return | 16.93% | 95.91%-79.0pp | 85.11%-68.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $33 | $12,327-99.7% | $11,730-99.7% | $14,480-99.8% |