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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 | $11,855 | $112,729-89.5% | $98,716-88.0% | $137,256-91.4% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 25.08% | 38.48%-13.4pp | 31.81%-6.7pp | 220.34%-195.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $934 | $4,640-79.9% | $4,048-76.9% | $6,407-85.4% |
| Admin fee / account holder | $111 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |