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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 | $5,569 | $87,166-93.6% | $76,735-92.7% | $137,256-95.9% |
| Participation rate | 37.5% | 74.4%-36.9pp | 69.5%-32.0pp | 80.0%-42.5pp |
| Annual return | 12.11% | 26.50%-14.4pp | 29.77%-17.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |