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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 | $11,007 | $87,166-87.4% | $76,735-85.7% | $137,256-92.0% |
| Participation rate | 12.5% | 74.4%-61.9pp | 69.5%-57.0pp | 80.0%-67.5pp |
| Annual return | 13.40% | 26.50%-13.1pp | 29.77%-16.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $178 | $4,726-96.2% | $4,088-95.6% | $6,407-97.2% |
| Admin fee / account holder | $169 | $8,403-98.0% | $7,189-97.7% | $12,270-98.6% |