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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 | $12,508 | $114,013-89.0% | $103,693-87.9% | $155,188-91.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 17.16% | 49.31%-32.2pp | 47.61%-30.5pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $637 | $4,970-87.2% | $4,579-86.1% | $6,531-90.2% |
| Admin fee / account holder | $227 | $8,407-97.3% | $7,858-97.1% | $14,480-98.4% |