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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 | $24,986 | $126,661-80.3% | $113,397-78.0% | $138,895-82.0% |
| Participation rate | 16.7% | 79.4%-62.8pp | 76.5%-59.8pp | 79.9%-63.3pp |
| Annual return | 16.14% | 25.05%-8.9pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $497 | $5,693-91.3% | $5,076-90.2% | $6,396-92.2% |
| Admin fee / account holder | $215 | $14,549-98.5% | $11,957-98.2% | $12,562-98.3% |