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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 | $10,837 | $70,366-84.6% | $66,674-83.7% | $138,895-92.2% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.7%-47.4pp | 79.9%-53.6pp |
| Annual return | 18.08% | 386.41%-368.3pp | 321.24%-303.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $512 | $4,374-88.3% | $4,084-87.5% | $6,396-92.0% |
| Admin fee / account holder | $272 | $5,262-94.8% | $5,098-94.7% | $12,562-97.8% |