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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 | $108,882-86.3% | $96,754-84.6% | $154,746-90.4% |
| Participation rate | 11.8% | 75.1%-63.3pp | 70.3%-58.5pp | 80.7%-68.9pp |
| Annual return | 24.99% | 98.39%-73.4pp | 82.04%-57.0pp | 172.34%-147.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $746 | $5,323-86.0% | $4,758-84.3% | $6,730-88.9% |
| Admin fee / account holder | $79 | $10,200-99.2% | $8,905-99.1% | $14,365-99.5% |