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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 | $25,857 | $123,155-79.0% | $108,753-76.2% | $155,188-83.3% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 11.98% | 44.73%-32.7pp | 37.47%-25.5pp | 148.84%-136.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $516 | $4,623-88.8% | $4,115-87.5% | $6,531-92.1% |
| Admin fee / account holder | $242 | $12,126-98.0% | $10,320-97.7% | $14,480-98.3% |