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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 | $115,225-77.6% | $100,712-74.3% | $138,895-81.4% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 11.98% | 40.35%-28.4pp | 33.27%-21.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $516 | $4,699-89.0% | $4,085-87.4% | $6,396-91.9% |
| Admin fee / account holder | $242 | $10,844-97.8% | $9,256-97.4% | $12,562-98.1% |