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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 | $16,657 | $77,908-78.6% | $149,696-88.9% | $75,173-77.8% |
| Participation rate | 27.9% | 65.6%-37.7pp | 78.8%-50.9pp | 67.2%-39.3pp |
| Annual return | 17.74% | 31.73%-14.0pp | 134.46%-116.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $644 | $3,411-81.1% | $5,682-88.7% | $4,126-84.4% |
| Admin fee / account holder | $3 | $5,950-99.9% | $13,212-100.0% | $5,651-99.9% |