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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 | $108,882-84.6% | $96,754-82.6% | $154,746-89.1% |
| Participation rate | 6.3% | 75.1%-68.8pp | 70.3%-64.0pp | 80.7%-74.5pp |
| Annual return | 20.31% | 98.39%-78.1pp | 82.04%-61.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $334 | $5,323-93.7% | $4,758-93.0% | $6,730-95.0% |
| Admin fee / account holder | $173 | $10,200-98.3% | $8,905-98.1% | $14,365-98.8% |