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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 | $10,903 | $81,358-86.6% | $155,556-93.0% | $80,959-86.5% |
| Participation rate | 23.3% | 66.3%-42.9pp | 78.2%-54.9pp | 67.7%-44.3pp |
| Annual return | 16.47% | 33.39%-16.9pp | 64.84%-48.4pp | 35.67%-19.2pp |
| Employer contribution / active EE | $164 | $3,106-94.7% | $4,675-96.5% | $2,757-94.1% |
| Participant deferral / active EE | $401 | $3,455-88.4% | $5,631-92.9% | $4,300-90.7% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |