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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 | $15,808 | $64,920-75.6% | $103,693-84.8% | $86,983-81.8% |
| Participation rate | 6.9% | 63.6%-56.6pp | 72.6%-65.7pp | 69.5%-62.6pp |
| Annual return | 19.82% | 30.29%-10.5pp | 47.61%-27.8pp | 25.83%-6.0pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $140 | $3,241-95.7% | $4,579-97.0% | $4,194-96.7% |
| Admin fee / account holder | $73 | $6,191-98.8% | $7,858-99.1% | $7,856-99.1% |