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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 | $11,584 | $77,908-85.1% | $149,696-92.3% | $75,173-84.6% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 16.77% | 31.73%-15.0pp | 134.46%-117.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $151 | $3,138-95.2% | $4,821-96.9% | $2,671-94.3% |
| Participant deferral / active EE | $774 | $3,411-77.3% | $5,682-86.4% | $4,126-81.3% |
| Admin fee / account holder | $79 | $5,950-98.7% | $13,212-99.4% | $5,651-98.6% |