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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 | $10,943 | $114,013-90.4% | $103,693-89.4% | $155,188-92.9% |
| Participation rate | 23.1% | 75.2%-52.1pp | 72.6%-49.6pp | 80.8%-57.7pp |
| Annual return | 17.49% | 49.31%-31.8pp | 47.61%-30.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $855 | $4,970-82.8% | $4,579-81.3% | $6,531-86.9% |
| Admin fee / account holder | $90 | $8,407-98.9% | $7,858-98.9% | $14,480-99.4% |