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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 | $15,589 | $102,595-84.8% | $94,057-83.4% | $154,746-89.9% |
| Participation rate | 13.6% | 76.0%-62.4pp | 73.3%-59.7pp | 80.7%-67.1pp |
| Annual return | 17.24% | 583.42%-566.2pp | 480.62%-463.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $135 | $5,118-97.4% | $4,709-97.1% | $6,730-98.0% |
| Admin fee / account holder | $151 | $7,736-98.1% | $7,244-97.9% | $14,365-99.0% |