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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 | $25,980 | $106,918-75.7% | $84,021-69.1% | $152,897-83.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | 16.24% | 105.01%-88.8pp | 71.32%-55.1pp | 345.43%-329.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $192 | $8,288-97.7% | $6,102-96.9% | $11,599-98.3% |