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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 | $12,836 | $110,379-88.4% | $102,412-87.5% | $145,884-91.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.74% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $772 | $5,622-86.3% | $5,060-84.7% | $6,690-88.5% |
| Admin fee / account holder | $52 | $9,745-99.5% | $8,388-99.4% | $13,392-99.6% |