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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 | $17,434 | $114,013-84.7% | $103,693-83.2% | $155,188-88.8% |
| Participation rate | 10.0% | 75.2%-65.2pp | 72.6%-62.6pp | 80.8%-70.8pp |
| Annual return | 30.48% | 49.31%-18.8pp | 47.61%-17.1pp | 148.84%-118.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $606 | $4,970-87.8% | $4,579-86.8% | $6,531-90.7% |
| Admin fee / account holder | $18 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |