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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 | $25,496 | $110,410-76.9% | $102,437-75.1% | $145,897-82.5% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 10.57% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $617 | $5,622-89.0% | $5,060-87.8% | $6,689-90.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |