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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 | $16,234 | $84,953-80.9% | $163,379-90.1% | $82,637-80.4% |
| Participation rate | 14.1% | 65.9%-51.9pp | 76.8%-62.7pp | 68.1%-54.0pp |
| Annual return | 19.89% | 23.07%-3.2pp | 63.41%-43.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $146 | $4,326-96.6% | $6,282-97.7% | $4,126-96.5% |
| Admin fee / account holder | $18 | $7,921-99.8% | $9,818-99.8% | $7,339-99.8% |