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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 | $17,551 | $106,588-83.5% | $94,215-81.4% | $155,188-88.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 18.95% | 29.39%-10.4pp | 28.22%-9.3pp | 148.84%-129.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $925 | $4,802-80.7% | $4,276-78.4% | $6,531-85.8% |
| Admin fee / account holder | $188 | $12,281-98.5% | $10,216-98.2% | $14,480-98.7% |