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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 | $21,638 | $94,439-77.1% | $73,658-70.6% | $154,746-86.0% |
| Participation rate | 9.5% | 64.7%-55.1pp | 57.0%-47.5pp | 80.7%-71.2pp |
| Annual return | 18.03% | 28.25%-10.2pp | 29.72%-11.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $228 | $2,527-91.0% | $2,062-88.9% | $6,730-96.6% |
| Admin fee / account holder | $156 | $3,843-95.9% | $3,357-95.4% | $14,365-98.9% |