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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 | $16,199 | $58,311-72.2% | $81,882-80.2% | $80,959-80.0% |
| Participation rate | 37.1% | 63.5%-26.4pp | 72.4%-35.3pp | 67.7%-30.6pp |
| Annual return | 11.28% | 41.85%-30.6pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $244 | $2,347-89.6% | $2,916-91.6% | $2,757-91.2% |
| Participant deferral / active EE | $478 | $3,287-85.5% | $4,323-88.9% | $4,300-88.9% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |