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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 | $15,823 | $51,207-69.1% | $70,565-77.6% | $75,177-79.0% |
| Participation rate | 17.1% | 61.0%-43.9pp | 68.4%-51.3pp | 67.2%-50.1pp |
| Annual return | 20.93% | 30.05%-9.1pp | 32.79%-11.9pp | 160.75%-139.8pp |
| Employer contribution / active EE | $74 | $1,826-96.0% | $2,976-97.5% | $2,671-97.2% |
| Participant deferral / active EE | $483 | $2,850-83.1% | $4,568-89.4% | $4,126-88.3% |
| Admin fee / account holder | $0 | $4,097-100.0% | $6,430-100.0% | $5,651-100.0% |