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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 | $12,835 | $109,967-88.3% | $97,197-86.8% | $145,877-91.2% |
| Participation rate | 28.6% | 76.0%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 13.29% | 244.27%-231.0pp | 75.47%-62.2pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $679 | $4,676-85.5% | $4,263-84.1% | $6,691-89.9% |
| Admin fee / account holder | $60 | $6,199-99.0% | $5,637-98.9% | $13,402-99.6% |