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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 | $97,751-84.5% | $103,447-85.4% | $145,877-89.6% |
| Participation rate | 7.7% | 81.1%-73.4pp | 80.5%-72.8pp | 80.3%-72.6pp |
| Annual return | 16.18% | 25.43%-9.2pp | 23.92%-7.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $41 | $12,515-99.7% | $9,415-99.6% | $13,402-99.7% |