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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 | $18,394 | $115,810-84.1% | $101,271-81.8% | $158,966-88.4% |
| Participation rate | 27.8% | 79.4%-51.6pp | 75.8%-48.0pp | 82.0%-54.2pp |
| Annual return | 22.39% | 56.15%-33.8pp | 46.48%-24.1pp | 302.95%-280.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $198 | $4,958-96.0% | $4,371-95.5% | $5,983-96.7% |
| Admin fee / account holder | $9 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |