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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 | $21,371 | $114,013-81.3% | $103,693-79.4% | $155,188-86.2% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.5pp | 80.8%-62.6pp |
| Annual return | 18.32% | 49.31%-31.0pp | 47.61%-29.3pp | 148.84%-130.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $639 | $4,970-87.1% | $4,579-86.0% | $6,531-90.2% |
| Admin fee / account holder | $103 | $8,407-98.8% | $7,858-98.7% | $14,480-99.3% |