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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 | $11,111 | $114,013-90.3% | $103,693-89.3% | $155,188-92.8% |
| Participation rate | 21.1% | 75.2%-54.1pp | 72.6%-51.6pp | 80.8%-59.8pp |
| Annual return | 14.93% | 49.31%-34.4pp | 47.61%-32.7pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $514 | $4,970-89.7% | $4,579-88.8% | $6,531-92.1% |
| Admin fee / account holder | $182 | $8,407-97.8% | $7,858-97.7% | $14,480-98.7% |