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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 | $102,595-82.9% | $94,057-81.4% | $154,746-88.7% |
| Participation rate | 11.1% | 76.0%-64.9pp | 73.3%-62.2pp | 80.7%-69.6pp |
| Annual return | 21.22% | 583.42%-562.2pp | 480.62%-459.4pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $517 | $5,118-89.9% | $4,709-89.0% | $6,730-92.3% |
| Admin fee / account holder | $160 | $7,736-97.9% | $7,244-97.8% | $14,365-98.9% |