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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 | $8,024 | $114,013-93.0% | $103,693-92.3% | $155,188-94.8% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.9pp | 80.8%-37.1pp |
| Annual return | 14.99% | 49.31%-34.3pp | 47.61%-32.6pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $758 | $4,970-84.7% | $4,579-83.4% | $6,531-88.4% |
| Admin fee / account holder | $85 | $8,407-99.0% | $7,858-98.9% | $14,480-99.4% |