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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 | $20,726 | $115,796-82.1% | $101,264-79.5% | $158,950-87.0% |
| Participation rate | 56.5% | 79.4%-22.8pp | 75.8%-19.3pp | 82.0%-25.4pp |
| Annual return | 11.45% | 56.15%-44.7pp | 46.48%-35.0pp | 302.91%-291.5pp |
| Employer contribution / active EE | $707 | $4,175-83.1% | $3,660-80.7% | $4,762-85.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $31 | $7,247-99.6% | $5,947-99.5% | $11,248-99.7% |