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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 | $11,453 | $78,690-85.4% | $161,489-92.9% | $87,485-86.9% |
| Participation rate | 11.1% | 67.5%-56.4pp | 78.7%-67.6pp | 68.9%-57.8pp |
| Annual return | 15.11% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $563 | $3,311-83.0% | $5,630-90.0% | $4,274-86.8% |
| Admin fee / account holder | $108 | $6,724-98.4% | $16,006-99.3% | $7,775-98.6% |