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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 | $13,767 | $112,729-87.8% | $98,716-86.1% | $137,256-90.0% |
| Participation rate | 18.8% | 74.2%-55.5pp | 69.3%-50.5pp | 80.0%-61.2pp |
| Annual return | 12.29% | 38.48%-26.2pp | 31.81%-19.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $324 | $4,640-93.0% | $4,048-92.0% | $6,407-94.9% |
| Admin fee / account holder | $103 | $10,129-99.0% | $8,703-98.8% | $12,270-99.2% |