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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 | $14,162 | $110,410-87.2% | $102,437-86.2% | $145,897-90.3% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 9.45% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.8pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $653 | $5,622-88.4% | $5,060-87.1% | $6,689-90.2% |
| Admin fee / account holder | $240 | $9,745-97.5% | $8,388-97.1% | $13,390-98.2% |