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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 | $16,489 | $110,379-85.1% | $102,412-83.9% | $145,884-88.7% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 10.01% | 24.84%-14.8pp | 24.94%-14.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $616 | $5,622-89.1% | $5,060-87.8% | $6,690-90.8% |
| Admin fee / account holder | $96 | $9,745-99.0% | $8,388-98.9% | $13,392-99.3% |