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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 | $97,125-85.8% | $86,233-84.0% | $137,256-90.0% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.0%-47.6pp | 80.0%-58.5pp |
| Annual return | 14.98% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $368 | $5,180-92.9% | $4,559-91.9% | $6,407-94.3% |
| Admin fee / account holder | $121 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |