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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 | $76,407-85.0% | $150,298-92.4% | $82,448-86.1% |
| Participation rate | 11.1% | 66.4%-55.3pp | 77.8%-66.6pp | 68.1%-57.0pp |
| Annual return | 15.11% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $563 | $3,214-82.5% | $5,453-89.7% | $4,139-86.4% |
| Admin fee / account holder | $108 | $6,352-98.3% | $14,116-99.2% | $7,234-98.5% |