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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 | $56,390 | $136,860-58.8% | $120,344-53.1% | $154,746-63.6% |
| Participation rate | 9.1% | 79.9%-70.8pp | 76.7%-67.6pp | 80.7%-71.6pp |
| Annual return | 14.77% | 21.38%-6.6pp | 20.30%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $270 | $15,393-98.2% | $12,742-97.9% | $14,365-98.1% |