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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 | $18,973 | $97,125-80.5% | $86,233-78.0% | $137,256-86.2% |
| Participation rate | 11.8% | 74.2%-62.4pp | 69.0%-57.3pp | 80.0%-68.2pp |
| Annual return | 15.17% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $84 | $9,725-99.1% | $8,342-99.0% | $12,270-99.3% |