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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 | $20,931 | $126,661-83.5% | $113,397-81.5% | $138,895-84.9% |
| Participation rate | 6.3% | 79.4%-73.2pp | 76.5%-70.2pp | 79.9%-73.7pp |
| Annual return | 17.78% | 25.05%-7.3pp | 23.20%-5.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $166 | $5,693-97.1% | $5,076-96.7% | $6,396-97.4% |
| Admin fee / account holder | $100 | $14,549-99.3% | $11,957-99.2% | $12,562-99.2% |