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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 | $26,445 | $110,212-76.0% | $96,534-72.6% | $139,466-81.0% |
| Participation rate | 14.3% | 78.1%-63.8pp | 76.0%-61.7pp | 80.3%-66.0pp |
| Annual return | 21.99% | 26.42%-4.4pp | 25.88%-3.9pp | 373.66%-351.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $621 | $5,547-88.8% | $4,851-87.2% | $6,712-90.7% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |