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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 | $27,292 | $118,467-77.0% | $98,450-72.3% | $139,456-80.4% |
| Participation rate | 15.4% | 77.5%-62.1pp | 75.2%-59.8pp | 80.3%-64.9pp |
| Annual return | 21.45% | 18.95%+2.5pp | 21.16%+0.3pp | 373.45%-352.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,739-100.0% | $6,711-100.0% |
| Admin fee / account holder | $15 | $14,057-99.9% | $8,961-99.8% | $11,407-99.9% |