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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 | $14,287 | $111,535-87.2% | $105,223-86.4% | $137,256-89.6% |
| Participation rate | 10.0% | 78.1%-68.1pp | 75.0%-65.0pp | 80.0%-70.0pp |
| Annual return | 14.19% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $408 | $5,500-92.6% | $5,072-92.0% | $6,407-93.6% |
| Admin fee / account holder | $104 | $9,721-98.9% | $8,859-98.8% | $12,270-99.2% |