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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 | $14,806 | $110,410-86.6% | $102,437-85.5% | $145,897-89.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.41% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,485 | $5,622-73.6% | $5,060-70.7% | $6,689-77.8% |
| Admin fee / account holder | $140 | $9,745-98.6% | $8,388-98.3% | $13,390-99.0% |