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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 | $16,037 | $106,247-84.9% | $96,515-83.4% | $139,466-88.5% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 14.04% | 38.47%-24.4pp | 35.73%-21.7pp | 373.66%-359.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $363 | $5,456-93.4% | $4,880-92.6% | $6,712-94.6% |
| Admin fee / account holder | $78 | $7,885-99.0% | $6,735-98.8% | $11,409-99.3% |