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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 | $97,826 | $115,225-15.1% | $100,712-2.9% | $138,895-29.6% |
| Participation rate | 35.0% | 74.3%-39.3pp | 69.3%-34.3pp | 79.9%-44.9pp |
| Annual return | 10.16% | 40.35%-30.2pp | 33.27%-23.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $438 | $4,699-90.7% | $4,085-89.3% | $6,396-93.2% |
| Admin fee / account holder | $38 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |