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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 | $22,431 | $127,296-82.4% | $109,907-79.6% | $167,536-86.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 9.21% | 22.97%-13.8pp | 29.46%-20.3pp | 478.82%-469.6pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $667 | $4,513-85.2% | $4,047-83.5% | $6,342-89.5% |
| Admin fee / account holder | $190 | $7,119-97.3% | $6,069-96.9% | $12,315-98.5% |