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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 | $20,278 | $110,212-81.6% | $96,534-79.0% | $139,466-85.5% |
| Participation rate | 10.0% | 78.1%-68.1pp | 76.0%-66.0pp | 80.3%-70.3pp |
| Annual return | 26.22% | 26.42%-0.2pp | 25.88%+0.3pp | 373.66%-347.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,145 | $5,547-79.4% | $4,851-76.4% | $6,712-82.9% |
| Admin fee / account holder | $118 | $11,599-99.0% | $8,253-98.6% | $11,409-99.0% |