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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 | $97,289-86.6% | $92,805-85.9% | $155,188-91.6% |
| Participation rate | 25.0% | 84.2%-59.2pp | 83.5%-58.5pp | 80.8%-55.8pp |
| Annual return | 17.43% | 29.03%-11.6pp | 31.59%-14.2pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $859 | $8,795-90.2% | $8,448-89.8% | $6,531-86.8% |
| Admin fee / account holder | $20 | $12,015-99.8% | $10,911-99.8% | $14,480-99.9% |