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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 | $10,009 | $101,618-90.2% | $93,063-89.2% | $137,256-92.7% |
| Participation rate | 16.7% | 74.9%-58.3pp | 72.1%-55.4pp | 80.0%-63.3pp |
| Annual return | 20.61% | 223.95%-203.3pp | 34.15%-13.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $394 | $4,279-90.8% | $3,958-90.0% | $6,407-93.8% |
| Admin fee / account holder | $227 | $6,198-96.3% | $6,033-96.2% | $12,270-98.1% |