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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 | $13,034 | $94,749-86.2% | $112,899-88.5% | $139,466-90.7% |
| Participation rate | 8.3% | 81.3%-72.9pp | 80.5%-72.2pp | 80.3%-72.0pp |
| Annual return | 17.21% | 40.92%-23.7pp | 34.11%-16.9pp | 373.66%-356.5pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $30 | $8,530-99.7% | $7,047-99.6% | $11,409-99.7% |