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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 | $15,549 | $114,013-86.4% | $103,693-85.0% | $155,188-90.0% |
| Participation rate | 18.8% | 75.2%-56.4pp | 72.6%-53.9pp | 80.8%-62.1pp |
| Annual return | 21.84% | 49.31%-27.5pp | 47.61%-25.8pp | 148.84%-127.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $963 | $4,970-80.6% | $4,579-79.0% | $6,531-85.3% |
| Admin fee / account holder | $155 | $8,407-98.2% | $7,858-98.0% | $14,480-98.9% |