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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 | $13,785 | $99,053-86.1% | $88,179-84.4% | $138,895-90.1% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.1%-47.7pp | 79.9%-58.5pp |
| Annual return | 14.98% | 78.17%-63.2pp | 64.97%-50.0pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $368 | $5,225-93.0% | $4,614-92.0% | $6,396-94.2% |
| Admin fee / account holder | $121 | $8,748-98.6% | $7,673-98.4% | $12,562-99.0% |