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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 | $18,586 | $109,372-83.0% | $89,414-79.2% | $158,966-88.3% |
| Participation rate | 11.8% | 74.3%-62.5pp | 68.0%-56.2pp | 82.0%-70.2pp |
| Annual return | 23.61% | 345.55%-321.9pp | 245.50%-221.9pp | 302.95%-279.3pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $78 | $6,156-98.7% | $4,883-98.4% | $11,250-99.3% |