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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 | $17,647 | $125,778-86.0% | $114,563-84.6% | $154,746-88.6% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.9%-44.3pp | 80.7%-52.1pp |
| 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 | $671 | $4,445-84.9% | $4,142-83.8% | $6,730-90.0% |
| Admin fee / account holder | $81 | $8,190-99.0% | $7,623-98.9% | $14,365-99.4% |