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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 | $17,538 | $72,071-75.7% | $68,368-74.3% | $137,256-87.2% |
| Participation rate | 11.1% | 76.2%-65.1pp | 73.8%-62.6pp | 80.0%-68.8pp |
| Annual return | 21.22% | 353.14%-331.9pp | 292.57%-271.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $517 | $4,410-88.3% | $4,123-87.5% | $6,407-91.9% |
| Admin fee / account holder | $160 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |