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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 | $20,293 | $117,829-82.8% | $102,423-80.2% | $145,877-86.1% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 14.02% | 31.83%-17.8pp | 29.42%-15.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $171 | $5,732-97.0% | $5,054-96.6% | $6,691-97.4% |
| Admin fee / account holder | $234 | $13,335-98.2% | $9,455-97.5% | $13,402-98.3% |