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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 | $17,561 | $97,751-82.0% | $103,431-83.0% | $145,978-88.0% |
| Participation rate | 25.0% | 81.1%-56.1pp | 80.5%-55.5pp | 80.3%-55.3pp |
| Annual return | 38.57% | 25.43%+13.1pp | 23.92%+14.7pp | 550.52%-511.9pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,722 | $6,603-73.9% | $6,625-74.0% | $6,690-74.3% |
| Admin fee / account holder | $65 | $12,515-99.5% | $9,412-99.3% | $13,400-99.5% |