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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 | $20,728 | $97,289-78.7% | $92,805-77.7% | $155,188-86.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 19.50% | 29.03%-9.5pp | 31.59%-12.1pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,500 | $8,795-71.6% | $8,448-70.4% | $6,531-61.7% |
| Admin fee / account holder | $198 | $12,015-98.4% | $10,911-98.2% | $14,480-98.6% |