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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 | $12,288 | $70,366-82.5% | $66,674-81.6% | $138,895-91.2% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | 15.81% | 386.41%-370.6pp | 321.24%-305.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $344 | $4,374-92.1% | $4,084-91.6% | $6,396-94.6% |
| Admin fee / account holder | $26 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |