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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 | $11,694 | $103,038-88.7% | $90,324-87.1% | $152,909-92.4% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.5%-65.8pp |
| Annual return | 27.38% | 95.25%-67.9pp | 78.15%-50.8pp | 345.46%-318.1pp |
| Employer contribution / active EE | $113 | $3,141-96.4% | $2,856-96.0% | $4,764-97.6% |
| Participant deferral / active EE | $283 | $4,282-93.4% | $3,885-92.7% | $5,851-95.2% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |