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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 | $16,794 | $107,809-84.4% | $97,032-82.7% | $155,188-89.2% |
| Participation rate | 6.3% | 75.5%-69.2pp | 71.6%-65.3pp | 80.8%-74.6pp |
| Annual return | 20.31% | 38.06%-17.8pp | 35.38%-15.1pp | 148.84%-128.5pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $334 | $5,129-93.5% | $4,672-92.8% | $6,531-94.9% |
| Admin fee / account holder | $173 | $10,717-98.4% | $9,418-98.2% | $14,480-98.8% |