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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 | $13,844 | $182,442-92.4% | $163,379-91.5% | $138,895-90.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 16.91% | 72.74%-55.8pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $695 | $6,817-89.8% | $6,282-88.9% | $6,396-89.1% |
| Admin fee / account holder | $39 | $10,396-99.6% | $9,818-99.6% | $12,562-99.7% |