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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 | $13,031 | $61,125-78.7% | $94,057-86.1% | $87,485-85.1% |
| Participation rate | 8.5% | 64.1%-55.6pp | 73.3%-64.8pp | 68.9%-60.4pp |
| Annual return | 15.12% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $327 | $3,260-90.0% | $4,709-93.1% | $4,274-92.4% |
| Admin fee / account holder | $122 | $5,629-97.8% | $7,244-98.3% | $7,775-98.4% |