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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 | $23,417 | $124,314-81.2% | $109,163-78.5% | $167,518-86.0% |
| Participation rate | 45.5% | 79.4%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 13.18% | 26.04%-12.9pp | 25.75%-12.6pp | 478.71%-465.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,109 | $5,256-78.9% | $4,654-76.2% | $6,342-82.5% |
| Admin fee / account holder | $9 | $7,973-99.9% | $6,754-99.9% | $12,312-99.9% |