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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 | $75,541-84.8% | $152,093-92.5% | $82,637-86.1% |
| Participation rate | 11.1% | 66.5%-55.4pp | 77.8%-66.7pp | 68.1%-56.9pp |
| Annual return | 15.11% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $563 | $3,206-82.4% | $5,451-89.7% | $4,126-86.4% |
| Admin fee / account holder | $108 | $6,405-98.3% | $14,497-99.3% | $7,339-98.5% |