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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 | $125,778-91.1% | $114,563-90.3% | $154,746-92.8% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.9%-29.2pp | 80.7%-37.0pp |
| Annual return | 19.19% | 295.14%-275.9pp | 241.09%-221.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $672 | $4,445-84.9% | $4,142-83.8% | $6,730-90.0% |
| Admin fee / account holder | $61 | $8,190-99.3% | $7,623-99.2% | $14,365-99.6% |