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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 | $20,093 | $111,830-82.0% | $93,696-78.6% | $145,884-86.2% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 10.42% | 204.08%-193.7pp | 133.74%-123.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $682 | $4,920-86.1% | $4,417-84.6% | $6,690-89.8% |
| Admin fee / account holder | $260 | $10,249-97.5% | $8,287-96.9% | $13,392-98.1% |