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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 | $123,155-88.9% | $108,753-87.4% | $155,188-91.2% |
| Participation rate | 42.9% | 75.6%-32.8pp | 71.1%-28.2pp | 80.8%-37.9pp |
| Annual return | 18.28% | 44.73%-26.5pp | 37.47%-19.2pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $925 | $4,623-80.0% | $4,115-77.5% | $6,531-85.8% |
| Admin fee / account holder | $53 | $12,126-99.6% | $10,320-99.5% | $14,480-99.6% |