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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 | $25,884 | $117,895-78.0% | $102,460-74.7% | $145,897-82.3% |
| Participation rate | 21.1% | 78.6%-57.6pp | 76.5%-55.5pp | 80.3%-59.3pp |
| Annual return | 13.49% | 31.92%-18.4pp | 29.47%-16.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $358 | $5,736-93.8% | $5,056-92.9% | $6,689-94.6% |
| Admin fee / account holder | $8 | $13,353-99.9% | $9,460-99.9% | $13,390-99.9% |