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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 | $26,642 | $115,903-77.0% | $100,528-73.5% | $158,966-83.2% |
| Participation rate | 20.0% | 81.6%-61.6pp | 79.4%-59.4pp | 82.0%-62.0pp |
| Annual return | 14.78% | 34.80%-20.0pp | 30.90%-16.1pp | 302.95%-288.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $598 | $6,677-91.0% | $6,271-90.5% | $5,983-90.0% |
| Admin fee / account holder | $212 | $11,000-98.1% | $8,084-97.4% | $11,250-98.1% |