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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 | $21,307 | $110,307-80.7% | $96,576-77.9% | $139,456-84.7% |
| Participation rate | 20.0% | 78.1%-58.1pp | 76.0%-56.0pp | 80.3%-60.3pp |
| Annual return | 14.32% | 26.40%-12.1pp | 25.87%-11.6pp | 373.45%-359.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $381 | $5,547-93.1% | $4,851-92.1% | $6,711-94.3% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |