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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 | $10,009 | $102,938-90.3% | $94,105-89.4% | $138,895-92.8% |
| Participation rate | 16.7% | 74.6%-58.0pp | 71.9%-55.3pp | 79.9%-63.3pp |
| Annual return | 20.61% | 250.28%-229.7pp | 204.55%-183.9pp | 145.39%-124.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $394 | $4,196-90.6% | $3,881-89.8% | $6,396-93.8% |
| Admin fee / account holder | $227 | $6,600-96.6% | $6,199-96.3% | $12,562-98.2% |