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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 | $17,354 | $105,856-83.6% | $90,161-80.8% | $147,585-88.2% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 13.51% | 37.63%-24.1pp | 34.89%-21.4pp | 578.58%-565.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,537 | $5,733-73.2% | $5,287-70.9% | $5,439-71.7% |
| Admin fee / account holder | $217 | $8,046-97.3% | $5,943-96.4% | $10,886-98.0% |