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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 | $20,001 | $117,846-83.0% | $102,434-80.5% | $145,884-86.3% |
| Participation rate | 31.6% | 78.6%-47.0pp | 76.5%-44.9pp | 80.3%-48.7pp |
| Annual return | 11.19% | 31.90%-20.7pp | 29.46%-18.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,055 | $5,733-81.6% | $5,055-79.1% | $6,690-84.2% |
| Admin fee / account holder | $193 | $13,356-98.6% | $9,462-98.0% | $13,392-98.6% |