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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 | $12,427 | $101,618-87.8% | $93,063-86.6% | $137,256-90.9% |
| Participation rate | 13.6% | 74.9%-61.3pp | 72.1%-58.5pp | 80.0%-66.3pp |
| Annual return | 18.96% | 223.95%-205.0pp | 34.15%-15.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $445 | $4,279-89.6% | $3,958-88.8% | $6,407-93.1% |
| Admin fee / account holder | $177 | $6,198-97.2% | $6,033-97.1% | $12,270-98.6% |