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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 | $17,957 | $100,073-82.1% | $85,126-78.9% | $145,877-87.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.98% | 84.11%-74.1pp | 66.63%-56.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $854 | $5,294-83.9% | $4,523-81.1% | $6,691-87.2% |
| Admin fee / account holder | $102 | $7,261-98.6% | $6,160-98.3% | $13,402-99.2% |