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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 | $13,661 | $112,729-87.9% | $98,716-86.2% | $137,256-90.0% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 18.28% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $925 | $4,640-80.1% | $4,048-77.2% | $6,407-85.6% |
| Admin fee / account holder | $53 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |