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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 | $16,421 | $110,337-85.1% | $102,383-84.0% | $145,877-88.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.74% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,441 | $5,621-74.4% | $5,060-71.5% | $6,691-78.5% |
| Admin fee / account holder | $91 | $9,750-99.1% | $8,391-98.9% | $13,402-99.3% |