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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 | $23,579 | $157,276-85.0% | $141,177-83.3% | $152,885-84.6% |
| Participation rate | 31.8% | 84.8%-53.0pp | 82.5%-50.7pp | 82.5%-50.6pp |
| Annual return | 16.37% | 64.33%-48.0pp | 71.40%-55.0pp | 345.39%-329.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $959 | $7,110-86.5% | $6,710-85.7% | $5,851-83.6% |
| Admin fee / account holder | $1 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |