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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 | $13,523 | $101,618-86.7% | $93,063-85.5% | $137,256-90.1% |
| Participation rate | 17.6% | 74.9%-57.3pp | 72.1%-54.5pp | 80.0%-62.3pp |
| Annual return | 15.84% | 223.95%-208.1pp | 34.15%-18.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $524 | $4,279-87.8% | $3,958-86.8% | $6,407-91.8% |
| Admin fee / account holder | $46 | $6,198-99.3% | $6,033-99.2% | $12,270-99.6% |