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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 | $26,610 | $136,860-80.6% | $120,344-77.9% | $154,746-82.8% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 15.16% | 21.38%-6.2pp | 20.30%-5.1pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $732 | $5,793-87.4% | $5,135-85.7% | $6,730-89.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |