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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 | $14,276 | $102,595-86.1% | $94,057-84.8% | $154,746-90.8% |
| Participation rate | 26.1% | 76.0%-49.9pp | 73.3%-47.3pp | 80.7%-54.6pp |
| Annual return | 13.32% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $794 | $5,118-84.5% | $4,709-83.1% | $6,730-88.2% |
| Admin fee / account holder | $183 | $7,736-97.6% | $7,244-97.5% | $14,365-98.7% |