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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 | $123,155-20.6% | $108,753-10.0% | $155,188-37.0% |
| Participation rate | 35.0% | 75.6%-40.6pp | 71.1%-36.1pp | 80.8%-45.8pp |
| Annual return | 10.16% | 44.73%-34.6pp | 37.47%-27.3pp | 148.84%-138.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $438 | $4,623-90.5% | $4,115-89.4% | $6,531-93.3% |
| Admin fee / account holder | $38 | $12,126-99.7% | $10,320-99.6% | $14,480-99.7% |