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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 | $10,645 | $112,729-90.6% | $98,716-89.2% | $137,256-92.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 20.36% | 38.48%-18.1pp | 31.81%-11.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $989 | $4,640-78.7% | $4,048-75.6% | $6,407-84.6% |
| Admin fee / account holder | $67 | $10,129-99.3% | $8,703-99.2% | $12,270-99.5% |