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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 | $17,886 | $100,970-82.3% | $96,576-81.5% | $137,256-87.0% |
| Participation rate | 30.0% | 82.6%-52.6pp | 81.4%-51.4pp | 80.0%-50.0pp |
| Annual return | 16.17% | 38.16%-22.0pp | 38.47%-22.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,639 | $8,286-80.2% | $7,956-79.4% | $6,407-74.4% |
| Admin fee / account holder | $265 | $11,312-97.7% | $11,381-97.7% | $12,270-97.8% |