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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 | $21,182 | $208,088-89.8% | $186,193-88.6% | $154,746-86.3% |
| Participation rate | 35.7% | 80.0%-44.3pp | 77.1%-41.4pp | 80.7%-45.0pp |
| Annual return | 17.30% | 89.97%-72.7pp | 78.03%-60.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,262 | $7,078-82.2% | $6,513-80.6% | $6,730-81.3% |
| Admin fee / account holder | $3 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |