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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 | $5,745 | $88,996-93.5% | $78,004-92.6% | $138,895-95.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 16.20% | 28.03%-11.8pp | 31.07%-14.9pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $995 | $4,724-78.9% | $4,092-75.7% | $6,396-84.4% |
| Admin fee / account holder | $81 | $8,807-99.1% | $7,578-98.9% | $12,562-99.4% |