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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 | $16,010 | $115,225-86.1% | $100,712-84.1% | $138,895-88.5% |
| Participation rate | 16.7% | 74.3%-57.7pp | 69.3%-52.6pp | 79.9%-63.3pp |
| Annual return | 14.53% | 40.35%-25.8pp | 33.27%-18.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $118 | $4,699-97.5% | $4,085-97.1% | $6,396-98.2% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |