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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 | $47,319 | $115,796-59.1% | $101,264-53.3% | $158,950-70.2% |
| Participation rate | 11.1% | 79.4%-68.3pp | 75.8%-64.7pp | 82.0%-70.9pp |
| Annual return | 20.66% | 56.15%-35.5pp | 46.48%-25.8pp | 302.91%-282.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,342 | $4,958-72.9% | $4,370-69.3% | $5,983-77.6% |
| Admin fee / account holder | $129 | $7,247-98.2% | $5,947-97.8% | $11,248-98.9% |