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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 | $20,924 | $117,846-82.2% | $102,434-79.6% | $145,884-85.7% |
| Participation rate | 21.4% | 78.6%-57.2pp | 76.5%-55.1pp | 80.3%-58.9pp |
| Annual return | 16.19% | 31.90%-15.7pp | 29.46%-13.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $186 | $5,733-96.8% | $5,055-96.3% | $6,690-97.2% |
| Admin fee / account holder | $43 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |