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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 | $15,589 | $182,442-91.5% | $163,379-90.5% | $138,895-88.8% |
| Participation rate | 23.8% | 79.8%-56.0pp | 76.8%-53.0pp | 79.9%-56.1pp |
| Annual return | 18.68% | 72.74%-54.1pp | 63.41%-44.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $491 | $6,817-92.8% | $6,282-92.2% | $6,396-92.3% |
| Admin fee / account holder | $72 | $10,396-99.3% | $9,818-99.3% | $12,562-99.4% |