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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 | $56,930 | $103,392-44.9% | $87,104-34.6% | $152,897-62.8% |
| Participation rate | 11.1% | 79.4%-68.2pp | 76.9%-65.8pp | 82.5%-71.3pp |
| Annual return | 20.31% | 28.10%-7.8pp | 28.19%-7.9pp | 345.43%-325.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $227 | $4,778-95.3% | $4,048-94.4% | $5,851-96.1% |
| Admin fee / account holder | $38 | $12,194-99.7% | $7,491-99.5% | $11,599-99.7% |