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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 | $20,970 | $117,895-82.2% | $102,460-79.5% | $145,897-85.6% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 13.03% | 31.92%-18.9pp | 29.47%-16.4pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $480 | $5,736-91.6% | $5,056-90.5% | $6,689-92.8% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |