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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 | $111,814-86.8% | $103,378-85.7% | $145,978-89.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.41% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.1pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,485 | $5,618-73.6% | $5,058-70.6% | $6,690-77.8% |
| Admin fee / account holder | $140 | $9,764-98.6% | $8,401-98.3% | $13,400-99.0% |