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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 | $11,145 | $126,113-91.2% | $116,096-90.4% | $155,188-92.8% |
| Participation rate | 43.8% | 75.1%-31.4pp | 73.3%-29.6pp | 80.8%-37.1pp |
| Annual return | 19.19% | 391.72%-372.5pp | 326.25%-307.1pp | 148.84%-129.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $672 | $4,162-83.9% | $3,952-83.0% | $6,531-89.7% |
| Admin fee / account holder | $61 | $8,045-99.2% | $7,704-99.2% | $14,480-99.6% |