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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 | $14,899 | $97,125-84.7% | $86,233-82.7% | $137,256-89.1% |
| Participation rate | 11.8% | 74.2%-62.4pp | 69.0%-57.3pp | 80.0%-68.2pp |
| Annual return | 24.99% | 74.19%-49.2pp | 61.39%-36.4pp | 220.34%-195.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $746 | $5,180-85.6% | $4,559-83.6% | $6,407-88.4% |
| Admin fee / account holder | $79 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |