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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 | $16,997 | $107,809-84.2% | $97,032-82.5% | $155,188-89.0% |
| Participation rate | 9.1% | 75.5%-66.4pp | 71.6%-62.5pp | 80.8%-71.7pp |
| Annual return | 20.65% | 38.06%-17.4pp | 35.38%-14.7pp | 148.84%-128.2pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $26 | $10,717-99.8% | $9,418-99.7% | $14,480-99.8% |