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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 | $10,901 | $114,013-90.4% | $103,693-89.5% | $155,188-93.0% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.4pp | 80.8%-53.5pp |
| Annual return | 17.57% | 49.31%-31.7pp | 47.61%-30.0pp | 148.84%-131.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $496 | $4,970-90.0% | $4,579-89.2% | $6,531-92.4% |
| Admin fee / account holder | $78 | $8,407-99.1% | $7,858-99.0% | $14,480-99.5% |