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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 | $15,483 | $182,442-91.5% | $163,379-90.5% | $138,895-88.9% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.8%-46.1pp | 79.9%-49.1pp |
| Annual return | 15.80% | 72.74%-56.9pp | 63.41%-47.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $381 | $6,817-94.4% | $6,282-93.9% | $6,396-94.0% |
| Admin fee / account holder | $97 | $10,396-99.1% | $9,818-99.0% | $12,562-99.2% |