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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 | $107,666-83.4% | $102,184-82.5% | $154,746-88.4% |
| Participation rate | 30.0% | 83.7%-53.7pp | 82.6%-52.6pp | 80.7%-50.7pp |
| Annual return | 16.17% | 29.33%-13.2pp | 31.58%-15.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,639 | $8,719-81.2% | $8,309-80.3% | $6,730-75.6% |
| Admin fee / account holder | $265 | $12,943-98.0% | $11,609-97.7% | $14,365-98.2% |