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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 | $11,779 | $114,119-89.7% | $107,187-89.0% | $138,895-91.5% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 21.66% | 273.21%-251.5pp | 204.55%-182.9pp | 145.39%-123.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $430 | $5,538-92.2% | $5,096-91.6% | $6,396-93.3% |
| Admin fee / account holder | $50 | $10,024-99.5% | $9,162-99.5% | $12,562-99.6% |