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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 | $112,729-13.2% | $98,716-0.9% | $137,256-28.7% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.3%-34.3pp | 80.0%-45.0pp |
| Annual return | 10.16% | 38.48%-28.3pp | 31.81%-21.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $438 | $4,640-90.6% | $4,048-89.2% | $6,407-93.2% |
| Admin fee / account holder | $38 | $10,129-99.6% | $8,703-99.6% | $12,270-99.7% |