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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 | $25,193 | $112,729-77.7% | $98,716-74.5% | $137,256-81.6% |
| Participation rate | 6.7% | 74.2%-67.6pp | 69.3%-62.6pp | 80.0%-73.3pp |
| Annual return | 16.74% | 38.48%-21.7pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $158 | $4,640-96.6% | $4,048-96.1% | $6,407-97.5% |
| Admin fee / account holder | $123 | $10,129-98.8% | $8,703-98.6% | $12,270-99.0% |