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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 | $15,143 | $97,078-84.4% | $103,065-85.3% | $145,897-89.6% |
| Participation rate | 7.7% | 81.1%-73.5pp | 80.6%-72.9pp | 80.3%-72.6pp |
| Annual return | 16.18% | 25.49%-9.3pp | 23.95%-7.8pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $41 | $12,505-99.7% | $9,349-99.6% | $13,390-99.7% |