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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 | $100,970-78.2% | $96,576-77.2% | $137,256-83.9% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 26.60% | 38.16%-11.6pp | 38.47%-11.9pp | 220.34%-193.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,264 | $8,286-84.7% | $7,956-84.1% | $6,407-80.3% |
| Admin fee / account holder | $222 | $11,312-98.0% | $11,381-98.0% | $12,270-98.2% |