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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 | $22,061 | $107,666-79.5% | $102,184-78.4% | $154,746-85.7% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 26.60% | 29.33%-2.7pp | 31.58%-5.0pp | 172.34%-145.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,264 | $8,719-85.5% | $8,309-84.8% | $6,730-81.2% |
| Admin fee / account holder | $222 | $12,943-98.3% | $11,609-98.1% | $14,365-98.5% |