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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 | $25,004 | $209,336-88.1% | $197,124-87.3% | $137,256-81.8% |
| Participation rate | 20.0% | 87.3%-67.3pp | 86.7%-66.7pp | 80.0%-60.0pp |
| Annual return | 18.19% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,831 | $9,614-81.0% | $9,135-80.0% | $6,407-71.4% |
| Admin fee / account holder | $57 | $17,308-99.7% | $16,298-99.7% | $12,270-99.5% |