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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 | $11,070 | $64,920-82.9% | $103,693-89.3% | $86,983-87.3% |
| Participation rate | 25.0% | 63.6%-38.6pp | 72.6%-47.6pp | 69.5%-44.5pp |
| Annual return | 16.91% | 30.29%-13.4pp | 47.61%-30.7pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $658 | $3,241-79.7% | $4,579-85.6% | $4,194-84.3% |
| Admin fee / account holder | $64 | $6,191-99.0% | $7,858-99.2% | $7,856-99.2% |