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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 | $10,229 | $111,535-90.8% | $105,223-90.3% | $137,256-92.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 16.40% | 237.85%-221.5pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $614 | $5,500-88.8% | $5,072-87.9% | $6,407-90.4% |
| Admin fee / account holder | $103 | $9,721-98.9% | $8,859-98.8% | $12,270-99.2% |