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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 | $107,666-80.7% | $102,184-79.7% | $154,746-86.6% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 19.50% | 29.33%-9.8pp | 31.58%-12.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,500 | $8,719-71.3% | $8,309-69.9% | $6,730-62.9% |
| Admin fee / account holder | $198 | $12,943-98.5% | $11,609-98.3% | $14,365-98.6% |