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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 | $29,689 | $105,145-71.8% | $94,664-68.6% | $139,466-78.7% |
| Participation rate | 25.0% | 82.4%-57.4pp | 80.8%-55.8pp | 80.3%-55.3pp |
| Annual return | 23.13% | 38.09%-15.0pp | 156.84%-133.7pp | 373.66%-350.5pp |
| Employer contribution / active EE | $152 | $4,107-96.3% | $3,673-95.9% | $4,754-96.8% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $30 | $8,972-99.7% | $7,222-99.6% | $11,409-99.7% |