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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 | $29,940 | $168,635-82.2% | $147,617-79.7% | $125,389-76.1% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | 0.84% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $450 | $5,507-91.8% | $4,895-90.8% | $5,352-91.6% |
| Admin fee / account holder | $20 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |