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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 | $24,584 | $51,222-52.0% | $70,544-65.2% | $75,173-67.3% |
| Participation rate | 66.7% | 61.0%+5.7pp | 68.4%-1.7pp | 67.2%-0.5pp |
| Annual return | 19.86% | 30.06%-10.2pp | 32.79%-12.9pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,096-100.0% | $6,427-100.0% | $5,651-100.0% |