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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 | $13,076 | $100,970-87.0% | $96,576-86.5% | $137,256-90.5% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 17.43% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $859 | $8,286-89.6% | $7,956-89.2% | $6,407-86.6% |
| Admin fee / account holder | $20 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |