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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 | $25,707 | $59,123-56.5% | $77,183-66.7% | $75,181-65.8% |
| Participation rate | 9.7% | 63.9%-54.2pp | 69.6%-59.9pp | 67.2%-57.5pp |
| Annual return | 17.61% | 26.72%-9.1pp | 37.89%-20.3pp | 160.69%-143.1pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $469 | $2,999-84.4% | $3,833-87.8% | $4,126-88.6% |
| Admin fee / account holder | $119 | $4,776-97.5% | $5,475-97.8% | $5,650-97.9% |