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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 | $117,829-78.0% | $102,423-74.7% | $145,877-82.3% |
| Participation rate | 21.1% | 78.6%-57.6pp | 76.5%-55.4pp | 80.3%-59.2pp |
| Annual return | 13.49% | 31.83%-18.3pp | 29.42%-15.9pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $358 | $5,732-93.7% | $5,054-92.9% | $6,691-94.6% |
| Admin fee / account holder | $8 | $13,335-99.9% | $9,455-99.9% | $13,402-99.9% |