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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 | $23,833 | $103,393-76.9% | $87,103-72.6% | $152,909-84.4% |
| Participation rate | 22.7% | 79.4%-56.6pp | 76.9%-54.1pp | 82.5%-59.7pp |
| Annual return | 24.62% | 28.10%-3.5pp | 28.19%-3.6pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,070 | $4,778-77.6% | $4,049-73.6% | $5,851-81.7% |
| Admin fee / account holder | $219 | $12,195-98.2% | $7,491-97.1% | $11,601-98.1% |